Creating and Working with Questionnaires (for Document Owners and Proxy Authors)

Note: These instructions are for creating stand-alone questionnaires. If you need to add a questionnaire to a document, see Creating a Document Questionnaire.

Users assigned the Document Owner or Proxy Author role can perform the following tasks:

• Create questionnaires (define properties, adjust settings, and assign users to write, review, approve, and complete the questionnaires)
• Manage questionnaires through the review and approval process
• Maintain approved questionnaires

To get started, go to Creating a Questionnaire (Overview).

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