How to set gender choices for questionnaire?
You choose how DecisionVault asks for gender on the questionnaire. Go to Settings > Customization, open the questionnaire, and stay on the Setup tab:
When you scroll down you have the following three options and can also customize the label prompt of this question:
Changing the approach with this setup screen only will change it for any new matters - it will not change it for any existing ones.
This is how the choices show up on the questionnaire to follow:
If any of the contacts on the questionnaire have a non-binary choice selected, the attorney user will be asked to input a binary choice (which is not shown to the client user anywhere) before the tool will allow syncing to other tools.
Frequently Asked Questions
Will changing the gender setting affect existing matters?
No. The change only applies to new matters. Existing matters keep the approach they were created with.
Can I change the wording of the gender question?
Yes. On the same Setup screen you can customize the label prompt the client sees for this question.
What happens when a client picks a non-binary option and I sync to another tool?
Before the sync runs, the attorney user is asked to enter a binary choice, because several integrations require one. This choice is not shown to the client anywhere, and the client's original answer stays unchanged in DecisionVault.