Questionnaire Preferences – The 'Questionnaire' preference tab
Questionnaire settings control how Migrant Manager’s Questionnaire process works for all users. This article covers how to access the program level Questionnaire settings and what each section does.
Accessing the Questionnaires tab
From the Main Menu, select Tools, then Administrative, then Preferences
If you don’t have access to this feature, you may need to log into Migration Manager as user Administrator.
Select the Questionnaires tab.
Questionnaire Settings
1. The Questionnaire Settings tab.
- Setting the Left Logo. If you would like your logo to appear on the Top Left of the PDF Questionnaires, click Select, then browse to your company Logo.
- Clearing the Left Logo. If you would like to clear the Logo from the Top Left of the PDF Questionnaire, click the Clear.
- Setting the Right Logo. If you would like your logo to appear on the Top Right of the PDF Questionnaire, click Select, then browse to your company Logo.
- Clearing the Right Logo. If you would like to clear the Logo from the Top Right of PDF Questionnaire, click the Clear.
- Default Email Address. This will be the Default return email address that completed Questionnaires return to. Note. If you want questionnaires to be returned to a different email address for each user, this can be specified in the User Permissions sections.
- Allow Drag and Drop import. This option will allow you to drag a PDF questionnaire directly into the Documents tab of a Matter and trigger an import.
- Allow Questionnaires to be Merged from Data. This option will allow users to use the 'Merge Questionnaire from Data' function which builds a Questionnaire based on a Matter’s existing data already in Migration Manager.
- Reconfigure All Questionnaires. Once the above selections have been made, click Reconfigure Questionnaires which will build new PDF Questionnaire templates with your imbedded Logos and email addresses.
2. Web Questionnaire Message Settings tab
This tab is used to create, edit and assign specific messages to pre-populate when a client is sent a portal message notifying them that a Web Questionnaire is ready for them to complete.
The Web Questionnaire Message Settings tab consists of 2 main columns:
The Left column:
This column lists the message templates that are currently available. These can be edited, deleted, or new templates added.
The Right column:
Questionnaire Types. This is a predefined list Web Questionnaires. For each Questionnaire type you can assign a message from the left column. This message then pre-populates when sending that particular questionnaire type.
2.1.1. To create a new Message Template, click the Add button. button.
2.1.2. Enter the Title (Description) for this message Template.
2.1.3 Enter the Subject line to appear on the message.
2.1.4. Enter the message body. Complete the message body that you would like to appear when the message is generated. You can click ‘Use Default’ to pre-populate the Message Body with a default message which you can then amend to your liking.
Note: If you would like to use one of the predefined merge fields in the subject line or message body, first highlight the merge field you wish to use, then click the right arrow to add that merge field to the Subject line or Message Body section.
2.1.5. Once complete, click Save & Close.
2.2.1. Highlight the message you wish to edit, then click either of the Edit Buttons to go into Edit mode.
2.2.2. Edit the message Title, Subject or Body.
2.2.3. Once complete, click Save & Close.
2.3.1. Highlight the message you wish to delete, then click the Delete button.
2.3.2. Click Yes to confirm Deletion.
Once you have your Message Templates the way you like, you then need to assign this Template to a Questionnaire Type.
2.4.1. In the Right column, scroll to the Questionnaire type you wish to set.
2.4.2. In the Message column, click the message dropdown and select the message Template you wish to use with this Questionnaire Type.
2.4.3 Once all changes have been made, click Save & Exit.
3. PDF Questionnaire Email Settings tab
This tab is used to create, edit and assign specific messages to pre-populate when a client is sent an email message with an attached Questionnaire.
The PDF Questionnaire Email Settings tab consists of 2 main columns:
The Left column:
This column lists the message templates that are currently available. These can be edited, deleted, or new templates added.
The Right column:
Questionnaire Types. This is a predefined list of PDF Questionnaires. For each Questionnaire type you can assign a message from the left column. This message then pre-populates when emailing that particular questionnaire type.
3.1.1. To create a new Message Template, click the Add button.
3.1.2. Enter the Title (Description) of this message template.
3.1.3. Enter the Subject line to appear on the email message.
3.1.4. Enter the message body. Complete the message body that you would like to appear when the email message is generated. You can click ‘Use Default’ to pre-populate the Message Body with a default message which you can then amend to your liking.
Note: If you would like to use one of the predefined merge fields in the subject line or message body, first highlight the merge field you wish to use, then click the right arrow to add that merge field to the Subject line or Message Body section.
3.1.5. Once complete, click Save & Close.
3.2.1. Highlight the message you wish to edit, then click either of the Edit Buttons to go into Edit mode.
3.2.2. Edit the message Title, Subject or Body.
3.2.3. Once editing is complete, click Save & Close.
3.3.1. Highlight the message you wish to delete then click the Delete button.
3.2.2. Click Yes to confirm Deletion.
Once you have your Message Templates the way you like, you then need to assign this Template to a Questionnaire Type.
3.4.1. In the Right column, find to the Questionnaire type you wish to set.
3.4.2. In the Message column, click the message dropdown and select the message Template you wish to use with this Questionnaire Type.
3.4.3. Once all changes have been made, click Save & Exit.
4. PDF Questionnaire Download Instructions
This tab is used to give the client instructions on how to download and open PDF Questionnaires that have been uploaded to the client Portal. These instructions appear when a client selects the PDF Questionnaire within the client Portal.
To use the Default instructions provided by Migration Manager, click the Use Default button.
Once the Default Instructions populate, you can then edit this text to your liking. Once finished, click Save & Exit.
