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Creating a Document Questionnaire

When you create a document, you can include a questionnaire as a quiz to test assignees' comprehension or as a survey to gather information from the assignees. Assignees will then be required to complete the quiz with a passing score or answer all survey questions in order to mark the document as read.

In a draft document, click the Edit Questionnaire tab, and then click Create Questionnaire.

Notes:

As a document owner, you can also add a questionnaire while the document is in the Collaboration, Review, or Approval status. An administrator can add a questionnaire to an approved document by editing the document in its current state.
If you need to create a stand-alone questionnaire (one that is not attached to a document), see Creating a Questionnaire.

The Questions & Answers page is displayed initially.

Before adding questions and answers, click Questionnaire Settings, adjust the settings as necessary (see Adjusting Questionnaire Settings), and then click Save.

Click Questions & Answers, and then compose the questionnaire content (see Adding Questions and Answers to a Questionnaire).

Important:

A questionnaire's validity is checked when you submit the document for review or approval. If there are errors, you must correct them before you can successfully submit the document.
A questionnaire is activated as soon as the document containing the questionnaire is approved.