Learn how to set up questions that shouldn't always be answered
When drafting a contract and answering the pre-set questionnaire, you must give a response to all the questions to generate documents. There is no direct function to mark a question as 'optional'.
But don't worry - there's still a way! 🧚♀️
Conditional references and questions can be created in the template so that they do not have to be answered every time a contract is drafted.
- Example: You're drafting an employee agreement that has a question about the employee's home address. The question should only be included if you as a contract creator know the answer. Otherwise, this question should be excluded from the draft.
STEP 1/2: Creating a pre-question
As the first step, create a reference with a question that will determine whether the follow-up question will display when drafting from the template.
- Example:
"Shall the employee's address be included?", or
"Do you know the employee's address?"
Make sure you select multiple choice as a type of answer, with possible answers yes and no.
STEP 2/2: Creating the follow-up question
After setting up the pre-question, it's time to create the follow-up reference and question.
- Example:
"What is the employee's address?"
Then, make sure to add conditions to the reference. In this example, the condition should be that the question, "What is the employee's address?" should be asked when the answer to the reference "employee_address_included" is equal to yes.
P.S: Learn more about how to create smart template references and questions here.