Template Questions

How Do I Enable Template Questions?

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

To enable Template Questions:

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

Template Questions - Feature Enable

To create a list of Template Questions:

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

Template Questions - Add Button

The following pop-up will appear:

Template Questions - Add List

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

To add questions to a list:

  • Click on the 3 dots to the right of the list name
  • Choose "Manage Questions" from the menu

Template Questions - Manage Questions

  • Click on +Add question

    Template Questions - Add Question Button

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.

Template Questions - Add Question

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

    Template Questions - Manage Question Window

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