1. Once logged in, navigate to the Templates tab in the navigation bar 2. To create a new Template, click Create Template in the top-right corner 3....

Sections When creating a new Template, the Questionnaire Builder will initially display a single Section. Sections are groups of Questions. Breaking up que...

Below is a breakdown of each of the question types available when building questionnaires. For some of the more complex question types, click the name of...

TABLE OF CONTENTS Basic Question Type Output Addresses Multi-Fields Data Tables Multi-Select Fields Calculate the Number of Items in a Table Conditi...

For a great user-experience, it is often ideal to hide certain questions until previously asked questions are answered a certain way. For example, let's...

Conditional logic can be implemented to display and hide content in the Word document output depending on how questions are answered. IF Conditional Sta...

Filters can be used to modify the output of the answers to questions.  Consider the following question: Data Table Question: What is the employee...

By default, questionnaires will generate one output document. The following article details how to configure a template to output multiple documents. In...

If you would like to build a new template based on one you have already created, you can quickly make a duplicate. From the "Templates" page, clic...

Once you have created a template you will want to test it out to confirm it works as expected.  First, ensure your Template is in Draft mode to make tes...