How Do I Enable Template Questions?

Use the Template Questions feature to customize the information you add to your documents.

Enabling Template Questions

• Click on your profile icon or initials in the top right corner.
• Choose Settings from the dropdown menu.
• Within the Settings menu on the left, open the Features tab.
• Toggle the switch next to Template Questions.
  
  

Creating a List of Template Questions

• Open the Template Questions tab on the left-hand side.
• Click on the blue +Add template question list button.
  
  

The following pop-up will appear:

• Name your Template Question List and click on the blue +Add template question list button. The list will then appear on your Template Questions overview page.

Adding Questions to a List

• Click on the three dots to the right of the list name.
• Choose Manage Questions from the menu.
  
  

• Click on +Add question.
  
  

In the Add Question pop-up, you can:

1. Add the question you will need to answer for your document template.
2. Choose the type of answer for your question. The types of answers you can choose are:
   • Decimal: This is a number that includes a decimal point.
   • Number: This is a whole number.
   • Text: This can include a combination of words, numbers, and symbols.
   • Boolean: This will give you a checkbox to indicate "yes" or "no".
3. Save the question to your template list.
   
   

After you have added your questions, you can:

1. Mark the question as either visible or hidden.
   1. All Template Questions show and are available to answer when creating documents using a Document Template unless they are marked as "hidden".
      1. Hidden Template Questions will only show when creating a document if that specific Template Question field has been added to the Document Template.
      2. If a Template Question has been answered, but the corresponding Template Field was not added to the Document Template, the answer will not be included in your document.

2. Click the 3 dots to reveal the options to either Edit or Delete that question.
3. Close the Template Question list window.
   
   

Once you have created your list of questions, you can add them to a Document Template. Click here to learn more!