Document Drafter Learning

Use of placeholders and vertical and horizontal output
This video will show you how to (i) add placeholders in the document or questionnaire to be shown until the question has been filled in and (ii) how to use data inserted both horizontally and vertically.

Key take aways

  • 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.
  • When using the multiline text input it is possible to select to use the information filled in vertically or horizontally.

Time codes

  • End user perspective - placeholders: 00:01 – 00:48
  • End user perspective – use of multiline text input vertically and horizontally: 00:44 – 01:34
  • Inserting placeholders in the questionnaire and/or document: 01:34 – 02:40
  • Use of multiline data fields and linking hereof to provide input vertically and horizontally: 02:40 – 04:22

Insert a placeholder

  1. Open the Add/Edit question pup-up.
  2. Select a (i) Standard text input fields, (ii) Multiline input fields or (iii) Number fields
  3. You can then use the pivot-menu and select "Placeholders"
  4. Placeholders will be inserted in the document if the "Document placeholder" is filled in and the data field is inserted in the document.
  5. Placeholders will be inserted in the questionnaire if a "Questionnaire placeholder" is elected
Placeholder

Placeholder

Insert a multiline input horizontally

  1. Open the Add/Edit question pup-up.
  2. Select a Multiline input field
  3. Select "Add option" in the left corner
  4. Add separators to be used, to separate text which is otherwise divided by line breaks when using vertical input. For further on these principles please see the video "Separators"
  5. Select "Add" and "Save"

Link multiline input horizontally

  1. Place the cursor in the text where you will need the input from the multiline datafield 
  2. Insert the link in either the vertical or horizontal form, by right clicking the relevant input in the questionnaire and selecting "Link"
Horizontal link