Optimising and maintaining a template’s questionnaire (Q&A) does not always require use of the Template Creation Tool (TCT). Many operations – editing questions and answers, explanatory notes and default answers – can instead be performed directly from the Administrator page, through a single dialog box that lists all questions in the template. This functionality makes template maintenance much simpler and faster. It can also be very helpful for senior lawyers who need to review a Q&A.
Note: this functionality can only be used to edit existing questions. Deleting questions or creating new ones requires use of the TCT.
The Q&A optimisation tooling is accessed from the Contract creation section of the Administrator page, where you can manage all contract templates.
1. Click the icon with the question mark next to the template. A pop-up will appear.
2. To show or hide categories of questions, (un)check the boxes at the top.
3. The first column displays the name (tag) of each question.
4. Edit a question’s formulation and optional explanation in the second column.
5. Edit a question’s presentation (in case of choice or lookup fields), value type (in case of editable fields) and default value in the third column.
6. Edit a question’s If unanswered value and (for non-global questions) visibility per authorisation level in the fourth and final column.
7. Click Save once you are satisfied with your changes.
