Repeat of and naming of entire documents
This lesson will show you how to repeat entire documents. Further, it is shown how to name documents using data provided in the questionnaire
Key take aways
- It is possible to repeat entire documents, if the questionnaire contains a repeat function and is integrated in a document package (cf. the video “Suite of Documents”). The linking process is unchanged, with the sole exception that no separate repeat link needs to be inserted, if the relevant information is derived from the same repeat governing the repeat of the entire document
- Any documents can be named using information derived from the questionnaire, based on the principles outlined in the video “Link to questions or hyperlink”.
Time codes
- Repeat entire document: 00:01 – 02:17
- Name documents using data provided in the questionnaire: 02:17 – 02:51
- End user perspective: 02:51 – 03:51
- Select Document name
- In the pop-up that appears, click the Link icon
- In the second pop-up that appears, select a datafield question and then type a placeholder, which will be used in case the document is generated without answering the question in the questionnaire
- Select Insert
- Select Save.
