Question Types

The first step on Documate is to add questions that reflect all of the data you want to gather. Here's a rundown on the main question types:

QUESTIONS

Text: A textbox allowing users to write in a short text answer.

Text Area: Allows users to write a longer narrative answer.

Single Select: Allows users to choose only one item from a list.

Multi-Select: Allows users to choose all choices that apply from a list.

Dropdown: Allows users to choose only one item from a list, but visually looks like a dropdown.

Combobox: Allows users to choose one answer from a list of choices, or alternatively, to free-type another response that is not listed. (Ex. allow a user to free-type an "Other" option in addition to the options listed.)

Yes/No, Number (with or without decimals), Date, Email.

Repeating Item: A list or looping question that allows you to ask about any item that there could be zero of or an infinite number of. (Ex. Children - there could be one child or multiple children.)

File Upload: Allows users to upload a file.

Signature: Electronic signature function that provides users with a space to sign or hand-draw a signature. (Can also be used on a phone or tablet).

INFORMATION BLOCKS

Kickout Page: Allows you to create a kickout or decision page without any fields.  Can be used as an alternative to your Output Documents page to navigate the user to a decision (expert system) or kick them out of the system entirely (e.g., based on ineligibility).

Instruction: Provides users instructions and allows them to press Continue but does not require/allow them to answer anything.  

INTEGRATIONS

Stripe: Integrate with Stripe to collect payments in workflows.

Clio Matter and Clio Contact: Pull data from a Clio matter or contact, respectively. Can be used with predictive autofill on or off.

CSV: Pull data from a spreadsheet or lookup table.

ADVANCED

Invisible Logic. The most powerful feature you'll find. Create new variables and set complex and conditional values for those variables.