Open the questionnaire window
Create a free text input question
To insert a question above an existing question, right click on the existing question and select Add question above.
Create a question with predefined answers
To insert a question above an existing question, right click on the existing question and select Add question above.
Create headline
You can afterwards change the size of the headline by a right-click on the headline and select Make this a level one headline or Make this a level two headline as appropriate.
Rename headline
Automate existing text
By adding a link between text and an answer in the questionnaire, the text will only be included in the downloaded document if the specific answer is chosen.
Change automation of existing text
Automation can be edited to create link to another answer and you can remove previous automation.
Edit automation
Remove automation of existing text
Automation of text can be removed in two ways:
Insert free text input field
User input in free text input fields can be inserted in one or multiple places in a document (or multiple documents in a package of documents).
Remove free text input field
Free text input fields can be removed from the document in two ways:
Launch the template to the portal
To access any automation work done from the add-in, you need to launch the automated template to the portal.
First time you launch
Next time you launch