Document Drafter Learning

Key take aways

• It is possible to get the numerical input in words.
• When using the number field identical or different placeholders can be inserted in (i) the questionnaire and (ii) the document, and these placeholders can be seen until the relevant information has been filled in (cf. the video: “Use of placeholders and vertical and horizontal output”)
• Numerical limitations for the end user regarding (i) the maximum number of decimals, (ii) the minimum value that can be selected and (iii) the maximum value that can be selected can be incorporated when using the number field. 

Time codes

• End user perspective - placeholders: 00:01 – 00:55
• How to make the relevant question to have the number to words format available: 00:55 – 02:27
• How to link the number to words format: 02:27 – 03:17
• How to insert placeholders and limitations in the questionnaire: 03:17 – 03:56

When you add a number field question, you can output text in the document as words so that e.g. "1,000,000" is inserted as "One Million."

1. Select the output format "Numbers as words"
2. From the "Language" drop-down in the pop-up select the desired language for the output
3. From the "Format" drop-down, select if you want words to be inserted as ALL CAPS, lowercase or Title Case
4. Click "Save"

You can then link the format in document in the the same way as other datafields.

Insert a placeholder

1. Open the Add/Edit question pup-up.
2. Select the number field
3. Select "Placeholders"
4. Click "Save"
5. Placeholders will be inserted in the document if the "Document placeholder" is filled in and the data field is inserted in the document.
6. Placeholders will be inserted in the questionnaire if a "Questionnaire placeholder" is elected

Insert limitations

1. Open the Add/Edit question pup-up.
2. Select the number field
3. Select "Limitations"
4. It is now possible to select regulation, on (i) maximum number of decimals; (ii) minimum value and (iii) maximum value 
5. Click "Save"