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This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff

Configure custom questions

You can create multiple questionnaires for different client types in this section. Use these questions instead of or in addition to the questionnaire provided by your tax application.
note
  • Only system administrators can access the
    Settings
     section.
  • You can add a maximum of 200 questions and 200 sections.
  • You can create a maximum of 12 templates in total.
To access
Custom Questions
:
  1. Select
    Settings
    .
  2. Select
    Custom Questions
    .
Recent questionnaires dashboard
From this page, you can edit an existing questionnaire or create a new template from scratch.
Select the
More
 menu to view options for an existing template:
  • Select
    Edit
     to open the questionnaire template.
  • Select
    Rename
     to change the template name that appears to internal users.
  • Duplicate
     to create a new questionnaire based on the existing template.
  • Select
    Delete
     to delete the existing template.
Select the star icon to set a template as the default. The program applies this template automatically during processing.
Select
Create New Template
 to build a template from scratch.
Add a new template
:
  1. Select
    Create New Template
    .
  2. Enter the
    Name
     of the new questionnaire.
  3. Enter a
    Description
     of the questionnaire.
  4. Select
    Add
    .
Add sections
:
  1. elect
    Add New Section
    .
  2. Enter the section
    Name
    .
  3. elect
    Save
    .
Add questions
:
note
Don’t copy and paste text into this section. Doing so can cause display issues.
Choose from the following question types to build a detailed and unique questionnaire:
Add yes/no questions
:
  1. elect
    Yes/No
     from the
    Type
     dropdown.
  2. Select
    Follow-up Question
     if you want to ask additional questions based on the client's answer.
  3. Select
    Yes
     and/or
    No
     to apply another question type for response.
  4. Select the response
    Type
    .
    note
    You can only create 1 branch of questions.
  5. Select
    Add Additional Question
     to ask multiple questions based on
    Yes
     or
    No
     selection.
    note
    This option is not available if you select the
    Additional Questionnaire
     option.
Add paragraph questions
:
Paragraph questions let the client enter free-form text to answer a question.
  1. Select
    Paragraph
     from the
    Type
     dropdown.
Add multiple-choice questions
:
  1. Select
    Multiple Choice
     from the dropdown.
  2. Enter text for the multiple-choice answers.
  3. Select the
    Remove
     icon to remove an answer.
  4. Select
    Add option
     to add another multiple-choice option.
Add additional questionnaires
:
  1. Select
    Follow-up Question
    .
  2. Select
    If "Yes"
     or
    If "No"
    .
  3. Select
    Additional Questionnaire
     from the dropdown.
  4. Select the
    Template
     to apply if the condition is met.
Additional options
Questions
:
  1. Select
    Preview
     to preview how the
    Custom Questions
     will appear for taxpayers.
  2. Switch
    Request Document
     to
    On
     to add a document request to the question. Refer to the following Request Documents section for more information.
  3. Select
    Duplicate
     to duplicate the question.
  4. Select
    Delete
     to delete the question.
  5. Switch
    Required
     to
    On
     to make the question mandatory.
Request Documents
note
  • This feature is only available for Yes/No question types.
  • The program only adds the document to the request list if the client answers
    Yes
    .
  1. Switch
    Request Document
     to
    On
     or select
    Edit
     to open the editing panel.
  2. Enter
    Document Name
    .
  3. Select a
    Category
     from the dropdown.
  4. Mark
    Allow Upload from Question
     to let the client upload the document directly from the custom questions section.
    note
    • Uploads are limited to 5 documents per request in the Custom Questions section.
    • Clients can upload additional documents in the Upload Documents section.
  5. Select
    Save
    .
Sections
  1. Select the
    More
     menu to view section management options:
    • Select
      Move
       to re-arrange the order of sections.
    • Select
      Duplicate
       to create a new section with the same questions.
    • Select
      Rename
       to rename the section.
    • Select
      Merge
       to combine sections.
    • Select
      Delete
       to delete the section.

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