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This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

Settings for custom questions

Create and manage custom questionnaire templates for different client types.
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.
  1. Select
    Settings
    .
  2. Select
    Custom Questions.

Recent questionnaires dashboard

Here you can select to edit an existing questionnaire or create a new template from scratch.
  1. 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.
  2. Select on the
    Star
     to apply the template as the default.
    • This will be the default template that is applied 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 sections

  1. Select
    Add New Section
    .
  2. Enter the
    Section Name
    .
  3. Select
    Save
    .

Add questions

The text should not be copied/pasted into this section. It can cause display issues.
To add Yes/No Questions:
  1. Select
    Yes/No
     from the
    Type
     dropdown.
  2. Select
    Follow-up Question
     if you want to ask additional questions depending on the answer.
  3. Select
    Yes
     and/or
    No
     to apply another question type for response.
  4. Select the response
    Type
    .
    1. Only 1 Branch of questions can be used.
    2. Available options are Paragraphs and Multiple Choice.
To add paragraph questions:
  1. Select
    Paragraph
     from the Type dropdown.
To add multiple-choice questions:
  1. Select
    Multiple Choice
     from the dropdown.
  2. Enter text for multiple-choice answers. You'll need to have at least 2.
  3. Select the
    Remove
     Icon to remove the answer.
  4. Select
    Add option
     to add another multiple-choice option.
To add dropdown questions:
  1. Select
    Dropdown
    from the dropdown.
  2. Enter a question.
  3. Enter text for dropdown answers or add bulk options.
To add bulk options:
  1. Select
    Add Bulk options
    .
  2. Copy/paste a list of values to add.
  3. Select the
    Remove
     icon to remove the answer.
  4. Select
    Add option
     to add another dropdown 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 refer to a preview of what the
    Custom Questions
     will look like 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 required.
Request documents
note
  • This feature is only available for Yes/No question types.
  • The document will only be added 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 the
    Document Name
    .
  3. Select a
    Category
     from the available categories in the dropdown.
  4. Check
    Allow Upload from Question
     to let the client upload the document directly from the custom questions section.
    • Upload is limited to 5 documents per request in the Custom Questions section on the taxpayer side.
    • Additional documents can be uploaded in the Upload Documents section on the taxpayer side.
  5. Select
    Save
    .
Sections
  1. Select on the
    More
     menu to view section management options.
    1. Select
      Move
       to re-arrange the order of the sections.
    2. Select
      Duplicate
       to create a new section with the same questions.
    3. Select
      Rename
       to name the section something else.
    4. Select
      Merge
       to combine sections.
    5. Select
      Delete
       to delete the section.

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