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Sending Templates & Open Items

Sending Templates & Open Items

Sending Templates

Sending pre-made templates can be done by clicking the New Questionnaire icon on the Overview page. You must be on the All Questionnaires tab to see the New Questionnaire icon.

Next, select Template.

Once you clicked Template, this is what you’ll see:

You will see the following fields in this popup window:

  • Select entities
  • Template
  • Options
  • Year
  • Due Date


Select Entities and Template

Select the entities that will receive the template and which template you’ll use. (Note that there is no limit to how many entities/individual clients you can email at once, but it will be slower to send with many recipients.)

Year

The year you select will specify which folder all the files uploaded through the questionnaire will go (ie. the 2021 folder, the 2020 folder, etc.). Variables in the template {questionnaire_year}, {questionnaire_year - 1}, {questionnaire_year + 1} will be replaced accordingly to the year selected.

Due Date

The due date will be shown to the client, and reminders will stop if it is past the due date. Due date can be changed after the questionnaire was sent.

Scheduling Templates

Sometimes you want to send the template on a different date or have the template sent every month or every quarter. In this case, you can click the Schedule Questionnaire checkbox and select the frequency, send date (initial send date if reoccurring), and the days until due. (Note: the default days until due is 14 days)

Once you have selected the template you’ll use, you can select which sections you want to include for the template you are sending out.

Once you clicked Send Templates, this small popup will show on top. The more entities you selected, the more time it’ll take for the questionnaires to be sent out.

Sending Open Items

When you only need specific items or have a few questions you need from clients, you can send open items. Click the New Questionnaire icon but select Custom instead.

Select the entities you want as your recipients, name for the open items (to give clients context), year (to specify the folder responses will be filed in), and a due date. Then, add Upload or Question items.

You need to make sure the [DOCUMENT NAME] is replaced before sending the open items with upload questions. You can also click Save Draft if you need to add in more items and send later.

You'll be notified once the client submits their open items, or if the clients choose to submit them partially completed.

Sending Templates

Sending pre-made templates can be done by clicking the New Questionnaire icon on the Overview page. You must be on the All Questionnaires tab to see the New Questionnaire icon.

Next, select Template.

Once you clicked Template, this is what you’ll see:

You will see the following fields in this popup window:

  • Select entities
  • Template
  • Options
  • Year
  • Due Date


Select Entities and Template

Select the entities that will receive the template and which template you’ll use. (Note that there is no limit to how many entities/individual clients you can email at once, but it will be slower to send with many recipients.)

Year

The year you select will specify which folder all the files uploaded through the questionnaire will go (ie. the 2021 folder, the 2020 folder, etc.). Variables in the template {questionnaire_year}, {questionnaire_year - 1}, {questionnaire_year + 1} will be replaced accordingly to the year selected.

Due Date

The due date will be shown to the client, and reminders will stop if it is past the due date. Due date can be changed after the questionnaire was sent.

Scheduling Templates

Sometimes you want to send the template on a different date or have the template sent every month or every quarter. In this case, you can click the Schedule Questionnaire checkbox and select the frequency, send date (initial send date if reoccurring), and the days until due. (Note: the default days until due is 14 days)

Once you have selected the template you’ll use, you can select which sections you want to include for the template you are sending out.

Once you clicked Send Templates, this small popup will show on top. The more entities you selected, the more time it’ll take for the questionnaires to be sent out.

Sending Open Items

When you only need specific items or have a few questions you need from clients, you can send open items. Click the New Questionnaire icon but select Custom instead.

Select the entities you want as your recipients, name for the open items (to give clients context), year (to specify the folder responses will be filed in), and a due date. Then, add Upload or Question items.

You need to make sure the [DOCUMENT NAME] is replaced before sending the open items with upload questions. You can also click Save Draft if you need to add in more items and send later.

You'll be notified once the client submits their open items, or if the clients choose to submit them partially completed.

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