Edit a Contract Express questionnaire

To revise a file created from a Contract Express template, instead of opening the file as a Word document, you can edit the Contract Express questionnaire from the Files module.
Open the file location in the
Files
module, then select
More actions
menu for the generated file.
Select
Edit questionnaire
to open the file metadata in the Contact Express environment.
Revise the answers (variables) as needed.
You can use the arrows to navigate through the questionnaire and update or edit your answers.
As you edit answers, the page list shows the current status of each page:
  • a green tick indicates that a page is complete
  • a grey tick indicates that a page has been opened, but is not yet complete
If you change any item, select
Save & Close
to apply the changes and generate the document again.