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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.
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.
  1. 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.
  2. Select the star icon to set a template as the default. The program applies this template automatically during processing.
  3. 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
    Continue
    .

Add a section

  1. Select
    Add New Section
    .
  2. Enter the section
    Name
    .
  3. Select
    Save
    .
Add questions
:
important
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:
Show all hidden content
Yes/No question
Follow these steps to add a
Yes/No
 question:
  1. Select
    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.
Paragraph
Follow these steps to add a
Paragraph
 question:
  1. Select
    Paragraph
     from the
    Type
     dropdown.
Multiple Choice
Follow these steps to add a
Multiple Choice
 question:
  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.
Input Table
Follow these steps to add an
Input Table
 question:
  1. Select
    Input Table
     from the
    Type
     dropdown.
  2. Once the table appears, enter the column name in the
    Enter Name
     field.
  3. Select from the
    Column Type
     dropdown:
    • Text
    • Number
    • Date
    • Checkbox
  4. Select the
    +
     (plus sign) to add additional columns and rows when necessary.
Checkbox
Follow these steps to add a
Checkbox
 question:
  1. Select
    Checkbox
     from the dropdown.

Template management

Questions
:
  1. Select
    Preview
     to preview how the
    Custom Questions
     will appear for taxpayers.
  2. Select
    Duplicate
     to duplicate the question.
  3. Select
    Delete
     to delete the question.
  4. Switch
    Required
     to
    On
     to make the question mandatory.
Sections
  1. Select the
    More
     menu to view section management options:
    1. Select
      Move
       to re-arrange the order of sections.
    2. Select
      Duplicate
       to create a new section with the same questions.
    3. Select
      Rename
       to rename the section.
    4. Select
      Merge
       to combine sections.
    5. Select
      Delete
       to delete the section.

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