Using global questions in cover pages, headers and footers - Weagree

Using global questions in cover pages, headers and footers

It is possible to use global questions in cover pages, headers and footers. This can be useful for the inclusion of reference numbers, dates, logos, et cetera inserted or selected via the questionnaire.

Adding a global question to a cover page, header or footer in itself is no different from inserting any other text or tag. For information on editing cover pages or headers and footers, click here and here, respectively.

Note: while you can include full choice trees in cover pages (as they are made with the Template Creation Tool), for headers and footers (made with the house style editor) you can use only global question tags (e.g. [gq.Agreement date]). The house style editor does not grant direct access to the global questions library, either. You will have to either manually type out the tag or copy and paste it.

Whichever global question you want to include must be triggered in the template, however. The cover pages and headers and footers are not inlcuded in the questionnaire as such. Therefore, if the global question does not appear in the template, it will not appear in the questionnaire either. In that case a generated document’s cover page, headers and footers would only show the default answer (if any).

There are two ways to ensure the global question is triggered:

1. Include it in the template like you would normally. This applies when the global question should have some visible effect on the body of the contract as well.

2. ‘Hide’ it somewhere in the template. This applies when the global question is not actually relevant to the body of the contact. It requires the insertion of dummy tags, dummy choice trees, or tags in visually obscured clauses. This process is explained here in the tutorial on using the Ask when first triggered functionality. One difference is that in this instance, it can be a matter of choice whether or not to enable Ask when first triggered for the global question.

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