How to add the Required Documents question to a Form Template.

If you need to provide documents to complete a form, you can select a "Required Documents" question from the Resulting Outputs section on the right-hand side.

Then the "+ Specify Documents" button can be used to select the required documents:

Once you click on the "+ Specify Documents" button, a pop-up will appear where you can easily select the desired Product/Service from the dropdown menu.

In this instance, we will choose "Corporate Consulting" from the dropdown menu.

Once you choose "Corporate Consulting" from the dropdown menu, a selection of pre-configured documents will be displayed, and the option to specify documents will become active.

After selecting the "+ Specify Documents" button, a sub pop-up will appear where you can choose "Standard Due Diligence" from the options provided.

Next, select "Company Information" by clicking on it.

Once you click on Company Information you will be able to choose the pre-configured documents for selection.

Now that the Required documents match the Pre-configured documents the confirm button becomes enabled.

Upon confirming, the form template question is successfully completed.

The question is now ready for use in a form.