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Settings for custom questions

In this section, you can create multiple questionnaires for different client types. These questions can be used instead of the questionnaire provided by your tax software OR used in addition to that.

note

Only System Administrators have access to the Settings
section.

There is a limit of 200 questions and a limit of 200 sections.

Select
Settings
.

Select Custom Questions.

Recent questionnaires dashboard

Here you can select to edit an existing questionnaire or create a new template from scratch.

Select the More
menu to open the existing template options.

Select Edit
to open the questionnaire template.

Select
Rename
to rename the template that appears to internal users.

Select Delete
to delete the existing template.

Select on the Star
to apply the template as the default.

This will be the default template that is applied during processing.

Select
Create New Template
to build a template from scratch.

Add a new template

Select Create New Template.

Enter the name of the new questionnaire.

Enter a description of the questionnaire.

Select Continue
.

Add sections

Select Add New Section
.

Enter the Section Name
.

Select Save
.

Add questions

The text should not be copied/pasted into this section. It can cause display issues.

To add Yes/No Questions:

Select Yes/No
from the
Type
dropdown.

Select Follow-up Question
if you want to ask additional questions depending on the answer.

Select
Yes
and/or No
to apply another question type for response.

Select the response
Type
.

Only 1 Branch of questions is allowed.

Available options are Paragraphs and Multiple Choice.

To add paragraph questions:

Select Paragraph
from the Type dropdown.

To add multiple-choice questions:

Select Multiple Choice
from the dropdown.

Enter text for multiple-choice answers. You'll need to have at least 2.

Select the Remove
Icon to remove the answer.

Select
Add option
to add another multiple-choice option.

Template management

Questions

Select Preview
to refer to a preview of what the Custom Questions
will look like for taxpayers.

Select
Duplicate
to duplicate the question.

Select Delete
to delete the question.

Toggle Required
to On
to make the question required.

Sections

Select on the More
menu to view section management options.

Select Move
to re-arrange the order of the sections.

Select Duplicate
to create a new section with the same questions.

Select Rename
to name the section something else.

Select Merge
to combine sections.

Select Delete
to delete the section.

This article applies to:

Product: safesend
Subject: Setup
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