Questionnaires

To create a questionnaire, navigate to Verification Forms, either select an existing form or create a new one, then manage steps and choose the Questionnaire option.

• Enter your question in the ‘Title’ field.

• Provide additional clarification in the ‘Description’ field if needed for the applicant.

Choose the type of question:

Free Answer: Applicants type their own responses.

Multiple Choice: Applicants can pick one or more answers from a list.

Single Answer: Applicants choose just one answer from the options.

Dropdown: Applicants select one option from a drop-down menu.

For Multiple Choice, Single Answer, and Dropdown options, define a list of choices from which the applicant must select one or multiple options. Set both the Value and Options fields.

• In the Value field: enter the internal ID for system processing.

• In the Option field: enter the label that will be visible for applicants to choose from.

Free Answer

• The Placeholder title field provides an example of what the user should enter.

• At the Regular expression field define specific rules or patterns for the input that applicants must follow (e.g., +480001112233 for a 12-digit phone number)

• At Validation Text field enter a clear error message to guide the applicant when their input doesn't match the required format.

Note: Ensure that your workflow includes the Document step and is valid. For any additional checks on an existing applicant, ensure the Applicant ID is added when creating the link.