Adding Questions

All document types support fields and questions that allow you to collect information, signatures, acknowledgements, and other responses from clients.

Table of Contents

On Documents (PDFs)

For uploaded and created PDF documents, fields are placed directly onto the document.

  • Add a field by selecting a field type from the available options

    Types of fields allowed on a document

  • Drag and resize the field to position it where you want it on the document

    Example field placement on a created document
  • Uploaded PDFs allow fields to be freely placed anywhere on the page

Each field includes configurable properties, such as field name, required settings, and pre-fill options.

Properties available for the fields on a document

On Forms

Forms use a flexible drag-and-drop layout designed for collecting information in a structured, web-based format.

Adding a Question

To add a new question:

  1. Select a question type from the Insert panel on the right side of the screen.

  2. Available insertion points will appear throughout the form, marked with + icons.

    Question insertion zones

  3. Click the desired location to add the question.

    Example questions placed on a form

  4. You can modify the properties in the questions once you insert them in the form.

    Properties available for the questions on a form
  5. Once you're done, you can click on either Save Draft or Save & Close.

Moving a Question

To move an existing question:

  1. Click and hold the Grip icon on an existing question.

  2. Available placement zones will appear throughout the form.
  3. Select the desired location to move the question.

The form will automatically rearrange itself to accommodate the new question placement.

Parts of a Field/Question

Name Applies To Description
Name / Question Both Text displayed on the field
Required Both Submission of document not allowed until this field is completed
Prefilled Entry Both What the text field is going to be prefilled with
Prefill For Both Prefills the field only for person filling out the form (Recipient) or the person sending the form (Provider)
Reporting ID Forms Used in reporting to to identify this particular answer in reports
Map To Forms Can be used to save this answer somewhere else in the client profile
Description Forms Optional text displayed below the question to provide instructions

Form Question Mapping Options


 Text Box Paragraph Phone Date Email Checkboxes Multiple Choice Dropdown Section Break
Client First Name ✅







Client Last Name ✅







Client Email



✅



Client Phone

✅





Client Sex ✅




✅ ✅
Client Pronouns ✅







Client Address ✅







Client City ✅







Client State ✅




✅ ✅
Client Postcode ✅







Contact First Name ✅







Contact Last Name ✅







Contact Email



✅



Contact Phone

✅





Contact Relationship ✅




✅ ✅
Add to Notes ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
Save as Custom Field ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
Current Date


✅




Due Date


✅




List Questions

Some question types require a list of predefined answer choices. This applies to:

  • Multiple Choice
  • Checkbox
  • Dropdown

When configuring these questions, you can define the available options that respondents can select from.

You can also enable a Blank or Other option, allowing respondents to enter their own custom response if none of the predefined choices apply.

This is useful when you want to provide standard options while still allowing flexibility for unique answers.