Question Types - Form Templates

Find the right question type for your form. An explanation for each form template question type.

When creating your form template, you have 13 different question types to choose from:

 

Free Text

This question type allows for an open-text answer.

As seen below, you can add your question to the top line. You also have a number of options for each question. These options allow you to:

  • Move the question up a position 
  • Move the question down a position  
  • Add a description 
  • Add logic to the question 
  • Duplicate the questions 
  • Delete the question 
  • Make the question required 

 

 

Multiple Free Text

This question type allows you to add multiple lines of free text for the answer. As seen below you will need to your question title to each line. This is useful for questions such as address. 


 

Yes/No

This question type allows you to ask a simple Yes/No question. Add your question to the applicable field.

You can also add a risk or CDD (customer due diligence) weight score to an answer.


Single Choice

This question allows you to ask a user to choose a single answer from a pre-defined list created by you. Add your question to the applicable field and the answers to the Option fields. 

You can also add a risk or CDD (customer due diligence) weight score to an answer.

 

Multiple Choices

This question allows you to ask a user to select multiple answers from a predefined list created by you. Add your question to the applicable field and the answers to the Option fields. 

You can also add a risk or CDD (customer due diligence) weight score to an answer.

 

Dropdown

This question type allows you to create a question with answers available via dropdown.

 

With the Dropdown question, you also have the option to select from a pre-defined list as seen here:

 

 

Reference Question

This question type allows you to reference another question/answer from any part of the form.

 


Table

This question type allows you to create a table with the option to set minimum and maximum rows. As seen below there are many ways of customising the form 


Document Link

This question type allows you to link a client's document to show that all checks have been carried out and to show if the document has been approved or not. 

 

Customer Link

This question type allows you to link a customer/client connection page which will show their details along with the documents provided. 


User Link

This question type allows for a team member to link their name to the form.


Date

This question type allows you to date stamp the form.


Sign Off

This question type allows for a team member/user to sign off on the form by linking their name and sign-off date.

 

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