For any Shareable Questionnaire, you are able to toggle between configuration options to tailor the questionnaire experience for your use case. There are four useful options:

  1. Populate as PDFs: When the questionnaire is submitted, the associated templates will be populated and emailed to you as PDF files (by default templates will be populated and emailed to you as DOCX files).

  2. Exclude questionnaire responses: Prevent questionnaire submitters from receiving their responses as a CSV attachment in a confirmation email (by default questionnaire submitters will receive their responses as a CSV attachment in a confirmation email).

  3. Hide your email address: Exclude your email address from emails that questionnaire submitters receive (by default questionnaire submitters will be shown your email address as the "questionnaire creator" in emails they receive from Woodpecker).

  4. Send populated documents to submitter: Send questionnaire submitters a copy of the populated documents (by default populated documents are not sent to the questionnaire submitter).

  5. Include terms & conditions checkbox: Require questionnaire submitters to agree to certain terms & conditions before submitting the questionnaire. The questionnaire cannot be submitted until the user agrees to the terms.

Taking advantage of these options is simple. When you are either creating a new questionnaire or editing an existing one, you will see the "Advanced settings" at the bottom. Click on the ">" to expand the options, and choose your settings, as shown below.

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