Set Up Your Questionnaire
The below video gives a quick overview of how the DecisionVault questionnaire is structured, and what to pay attention to as you build out your custom questions.
In this video
- Starter Questionnaire
- Fixed Questions
- Ask To Upload Files
- Relationships / Decision Makers
- Available custom elements and questions
After signup your DecisionVault account has a set of sections as an outline, filled with some sample questions. You can then go ahead and take your current questionnaire and replicate it here.
You can customize the title of the sections - how long they take, and you can also change the order in which they appear (Welcome & About You have to show at the top - but you can change the order of the rest).
As you look through these sections you will encounter grey blocks with fixed questions. For example on the Children section:
This shows the fixed questions that are part of this section - in the above example DecisionVault will ask the client to add their children and show those in a table, but you will not be able to change how it asks for those. The reason for that is that 'contacts' get captured in a structured way, so that they can get synced over to your other legal tools to follow. Below the grey fixed section it's possible to add your own custom questions - in this case related to the children.
There are some exceptions to this - for instance on the initial flow it's a firm preference whether DecisionVault will ask for the Social Security number of the client (and their partner if there is a parter) or not. When it is asked - it's an optional field.
Ask To Upload Files
Any requests to upload files are tied to 'Yes/No' questions about those files.
For example - say you want to ask if clients have a pre- or post-nuptial marriage agreement, you could ask this on the 'Marital Details' page as a Yes/No question:
You will have to add the Yes/No question first - and then you can click 'edit' and set it up so that if the client answer 'Yes' a document request will get created in the background.
This will make a request to upload the document show up on the 'Documents' Section of the questionnaire:
Relationships / Decision Makers
Available custom elements and questions
The FAQ article linked below lists which custom elements and questions are available to you as you build up your questionnaire.