Introduction to the Questionnaire
- The Questionnaire contains questions and is linked to a master.
- When creating a new document, you must fill in the folder form and the document form and then answer the Questionnaire.
- It helps you select the building blocks of content that will allow you to create a customised document based on the needs and expectations of your client.
Filling in the Questionnaire :
- Complete the Questionnaire to customise your proposal.
- It may include several type of questions :
- Multiple answer questions: You may tick one or more answers; there are boxes to the left of each one.
- Single answer questions: You may only choose one answer from the selection. There are circles to the left of each one.
- Fill in the blank merge fields: You enter text, insert an image or select an answer from a dropdown list.
- The answers selected appear in the column to the left.
- Click on 'Create' if you are creating a new document.
- Click on 'Save' then 'Access the document' if you have gone back to the Questionnaire while editing the related document.
Identifying required questions
- Required questions are marked with a red asterisk.
- You must answer them.
- You cannot access the document if you have not answered these required questions.
Filling in merge fields
Some questions allow you to fill in a merge field. The text written in these fields will be automatically entered in your document when it is exported as a PDF.
The information is therefore entered only once in your Questionnaire. It will then be included in your document everywhere those merge fields indicate.
NB: Make sure that you do not delete or alter the merge field codes when working in the word processor, that would cause the information to be lost when exporting to a PDF. These codes look like this {{field_code}}.