Creating Questions to Customise Documents

The objective of this course is to demonstrate using the LEAP Document Customisation Engine so that you can customise your own precedents with Questions.

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About this course

The objective of this course is to demonstrate using the LEAP Document Customisation Engine so that you can customise your own precedents with Questions.

In this course you will learn how to:

      • Create Questions
      • Customise Your Questions
      • Use Conditions in Questions
      • Use the Data Collected in Questions
      • Copy and Duplicate Questions

This course assumes you have already followed the installation steps in Accessing and Using LEAP for Word Forms for general instructions on using the LEAP for Word add-in. If you have not, go back and complete the course. It also assumes you have completed the LEAP University course, Inserting Fields to Customise Documents.

Following this course, we recommend that you complete our remaining LEAP University courses on Document Customisation.

Duration: 45 minutes

Curriculum

  • Module 1 - Creating Questions
  • 1. About Questions
  • 2. Collecting the Data by Creating Questions
  • 3.Creating Text Box and Text Area Questions
  • 4. Creating Date Questions
  • 5. Creating Radio Button Questions
  • 6. Creating Dropdown List Questions
  • 7. Creating Checkbox Questions
  • Module 1 - Quiz
  • Module 2 - Customisation of Questions Part 1
  • 1. Further Customisation Options when Creating Questions
  • 2. Setting a Default Answer
  • 3. Setting a Default Answer for Dropdown Lists, Checkbox Lists, Multi Select Dropdown Lists and Radio Buttons
  • 4. Setting a Default Answer for Dropdown List Questions
  • 5. Setting a Default Answer for Radio Button Questions
  • 6. Setting a Default Answer for Checkbox Questions
  • 7. Setting a Default Answer in Text Box or Date Questions
  • 8. Typing the Default Answer in Text Box or Date Questions
  • 9. Setting a Field as the Default Answer in Text Box or Date Questions
  • 10. Using the Answer to a previous Question as the Default Answer to another Question in Text Box or Date Questions
  • Module 2 - Quiz
  • Module 3 - Customisation of Questions Part 2
  • 1. Customising your Questions using Text Parameters
  • 2. Customising your Question with Matter Data
  • 3. Customising your Question using the Answer to a previous Question
  • 4. Using Conditions in Questions - Disabling or Hiding Questions
  • Module 3 - Quiz
  • Module 4 - Using the Collected Data in Questions
  • 1. Introduction
  • 2. Focus in Document
  • 3. Inserting Answers for Text Box, Text Area, Date, Dropdown List or Radio Button Questions
  • 4. Inserting Answers for Checkbox Questions
  • 5. Inserting Answers for Checkbox List Questions or Multi Select Dropdown List Questions
  • Module 4 - Quiz
  • Module 5 - Copying and Duplicating Questions
  • 1. About the Copy and Duplicate Features
  • 2. Duplicating a Question
  • 3. Copying a Question
  • Module 5 - Quiz
  • Up Next
  • Summary

About this course

The objective of this course is to demonstrate using the LEAP Document Customisation Engine so that you can customise your own precedents with Questions.

In this course you will learn how to:

      • Create Questions
      • Customise Your Questions
      • Use Conditions in Questions
      • Use the Data Collected in Questions
      • Copy and Duplicate Questions

This course assumes you have already followed the installation steps in Accessing and Using LEAP for Word Forms for general instructions on using the LEAP for Word add-in. If you have not, go back and complete the course. It also assumes you have completed the LEAP University course, Inserting Fields to Customise Documents.

Following this course, we recommend that you complete our remaining LEAP University courses on Document Customisation.

Duration: 45 minutes

Curriculum

  • Module 1 - Creating Questions
  • 1. About Questions
  • 2. Collecting the Data by Creating Questions
  • 3.Creating Text Box and Text Area Questions
  • 4. Creating Date Questions
  • 5. Creating Radio Button Questions
  • 6. Creating Dropdown List Questions
  • 7. Creating Checkbox Questions
  • Module 1 - Quiz
  • Module 2 - Customisation of Questions Part 1
  • 1. Further Customisation Options when Creating Questions
  • 2. Setting a Default Answer
  • 3. Setting a Default Answer for Dropdown Lists, Checkbox Lists, Multi Select Dropdown Lists and Radio Buttons
  • 4. Setting a Default Answer for Dropdown List Questions
  • 5. Setting a Default Answer for Radio Button Questions
  • 6. Setting a Default Answer for Checkbox Questions
  • 7. Setting a Default Answer in Text Box or Date Questions
  • 8. Typing the Default Answer in Text Box or Date Questions
  • 9. Setting a Field as the Default Answer in Text Box or Date Questions
  • 10. Using the Answer to a previous Question as the Default Answer to another Question in Text Box or Date Questions
  • Module 2 - Quiz
  • Module 3 - Customisation of Questions Part 2
  • 1. Customising your Questions using Text Parameters
  • 2. Customising your Question with Matter Data
  • 3. Customising your Question using the Answer to a previous Question
  • 4. Using Conditions in Questions - Disabling or Hiding Questions
  • Module 3 - Quiz
  • Module 4 - Using the Collected Data in Questions
  • 1. Introduction
  • 2. Focus in Document
  • 3. Inserting Answers for Text Box, Text Area, Date, Dropdown List or Radio Button Questions
  • 4. Inserting Answers for Checkbox Questions
  • 5. Inserting Answers for Checkbox List Questions or Multi Select Dropdown List Questions
  • Module 4 - Quiz
  • Module 5 - Copying and Duplicating Questions
  • 1. About the Copy and Duplicate Features
  • 2. Duplicating a Question
  • 3. Copying a Question
  • Module 5 - Quiz
  • Up Next
  • Summary