Filling Out The Questionnaire

Information and tips on filling out a model's questionnaire

The questionnaires for creating documents is set up during the deployment of the NetLex platform for your company. It is customized according to the document templates that the company already has and the questions are defined to create a better experience for whoever is filling it out.

The questionnaire is dynamic. This means that the next questions to be answered are tailored to the ones you have already answered. If you notice that something could be improved, please contact the NetLex platform administrator at your company.

At the top of the questionnaire page, you can see:

• Document name and its respective numbering, generated automatically.

• Preview: In the “eye” icon located in the upper right corner it is possible to preview the document prepared so far. This way you can identify all items changed according to the answers presented in the questionnaire. Remember that the formatting is still not perfect at this point, as the filling out of the document has not yet been completed. The document will only be generated with the expected format after completing the questionnaire.

• Three dots: Beside the preview there are three dots that, when clicked, provide the two options: Download and Upload Answers.

1. 1. Download Answers: Download the questionnaire answers to a folder on your computer for later use without having to rewrite the answers.
   2. Upload Answers: Insert previously downloaded answers into a new questionnaire by automatically filling it out. In this option, you can still modify the questionnaire. The answers entered are just to make filling out the questionnaire more practical.

On the questionnaire page there are also other options:

• Paging: It is defined according to the questions needed to prepare each document. The intention is to optimize the searches and skip to the next step if needed. Remembering that it is only possible to go to the next page if all mandatory questions have been previously answered.
• Page forward arrow: Used if the questionnaire has more than one page or to complete the questionnaire if it is already on the last page.
• Three dots from page listing: Displays in detail the content of each page in the survey.

When answering the questions it is necessary to type the corresponding content or select the appropriate answer. We may have questions that expect text answers, whole numbers, decimal numbers, multiple choice, yes or no, dates or times. If you try to fill in a text in a field that only accepts numbers (a monetary value, for example) the system will not accept your answer. It is necessary to pay attention to the type of information that must be filled out.

After completing the questionnaire pages, it is only necessary to click on "Advance questionnaire" and at the end "Complete questionnaire". Once this is done, the document will be created and will be available on the platform.

After answering the questionnaire, we will have two situations:

• If there is no approval flow linked to the Questionnaire: You must click on “Done” and then you can directly download the document in .pdf or .docx (if enabled for you). The document will also be available on the platform's left side menu under “Documents”.
• If there is an approval flow linked to the Questionnaire: When completing the questionnaire, the document may be required to go through the evaluation or approval of a certain sector or person, as previously configured. In this case, you should click on “Done” and then, when the person responsible for the next step of the workflow appears, click on “Sand and Finish” to go to document.