Objectifs
- Créer un modèle de document Word.
- Créer un questionnaire dans le système.Create a Questionnaire in the system.
Etapes
LEXZUR vous permet de générer des contrats basés sur vos propres modèles en automatisant les champs pour remplir les formulaires automatiquement.
Pour ajouter un nouveau questionnaire à partir d'un modèle, vous devez suivre certaines étapes :
Créez un document Word modèle, qui inclut tous les détails de votre contrat constant, et distinguez les variables à l'aide de caractères spéciaux, par exemple, le ${..}. Ces variables seront remplies lors de l'ajout d'un nouveau contrat à partir du système.
Vous pouvez utiliser le module complémentaire LEXZUR Word pour créer un modèle de document. Pour en savoir plus, cliquez ici. here.
Ajouter un nouveau modèle dans le système.
Pour ce faire, cliquez sur la liste déroulante Contrats et documents dans le menu de navigation et choisissez Gérer les modèles.
From this page, you can add new, edit, hide/show in Client Portal, clone, or delete contract templates.
To add a new questionnaire you must:
- Give this Template a Name
- Choose the Type of contract.
- Upload the contract template document, generated in the first step.
- (optional) You can also upload any supporting documents related to your contract.
Templates are added based on the contract area of practice, so you can add templates for each contract type.
- Now move to the Template Content and start creating your questionnaire:
Each template can have multiple pages, groups, and variables. These are the variables that will change whenever a new contract is created from this template.
You can easily add pages, groups, or variables from the plus sign next to each item.
Enter the title of the pages of the questionnaire, the page description if needed, and name the groups as well.
Within each group, you can add multiple variables.
The first variable will be the Date for example.
The name should be written the same as in the document you uploaded.
When adding a variable you need to specify:
- Name: Name of the variable
- Question: The question that will help the user to understand the variable field in the contract questionnaire
- Type: it could be either a System variable or a Document Variable
- Mapped-to Field / Field Type: link the type to one of the fields of the contact's metadata if it's a system variable, or specify the field type otherwise.
- Add a variable description and specify whether it is required.
System variable means that it's mapped to one of the fields in the system, and document variable, means it could be single text, date, list, etc.
Document variables could be single text, text box, date, list, checkboxes, radio buttons, image, or table.
Similarly, add the other variables.
Repeat the process depending on the contract's pages and the number of input variables and once done, click on save.
The questionnaire has now been created and it can be used in the creation of a contract from a template of the selectable type. Learn more here.
The Supporting Documents uploaded in the contract template will be then visible to the users upon creating the contract for their reference so that they can click to download it and review it before filling out the questionnaire.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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