(New UI) Mapping Checkboxes in Microsoft Word Documents – Home

Overview

While importing and mapping Microsoft Word documents, we can handle content with checkboxes.

Mapping Checkboxes in Microsoft Word Documents

To map content with checkboxes, follow the steps below:

Click the Upload Document, after creating a new project.

or import your file into an existing project by clicking New Sections > Import Files

Then, click Upload Document
After uploading the file, click the table with the checkboxes, and click Table Properties on the Mark Options toolbar.
Mark the sections, questions, etc. as you usually would. Click the column heading for the first column with checkboxes to select it, and then click Answer on the Mark Options toolbar.
Enter the answer header in the Answer Header and change the Answer Type to Checkbox.

Note: Optionally, you can mark the selected column as required by selecting the Required checkbox.
Next, configure the answer options in the pop-up.
Value in File is the answer choice and will appear back in the source file when you perform the export.

Value in UI is the label you want to be displayed in the application after you import the file. You can customize it to help your team respond to the questions or mimic the source file.

Note: You can add additional options by clicking Add Options.
When you are finished, click Save to save the Answer Options.
Then, click Save to preserve the Answer Configuration.
Next, click Save to set the Table Properties.

Optionally, you can perform the following operations on the Table Properties popup:
1. View Configured Answers: Brings up the Answer Configuration popup
2. Clear all: Clears all the configurations including Header, Section, Questions, Answers, Options etc.
3. Save as Template: Save the configuration as a template for reuse
Click Import when you are finished.