Title #
The Title field is used to insert a static heading or label into the document. It does not collect information from the user but instead organizes and structures the content visually. Titles are particularly useful in long templates where different sections need clear separation, such as “Personal Information,” “Contract Terms,” or “Observations.” They help improve readability and guide users through the form without requiring manual text formatting.
Link #
The Link field allows you to embed one or more hyperlinks into the document. In its configuration, you define a display name and the corresponding URL. Links can point to external websites, internal resources, or specific legal references that the user may need to consult. This field is especially useful for contracts that reference laws, policies, or additional documentation available online.
Document Compliance #
The Document Compliance field is used to track and verify compliance with required documentation. You can define groups and document types that must be attached or verified for the document to be considered complete. For example, in an onboarding process, compliance may require attaching an ID, proof of address, and signed policy acknowledgments. If any of these are missing, the system can flag the document as incomplete. This field is crucial for legal, HR, and compliance-heavy workflows.
Answer Summary (%) #
The Answer Summary (%) field provides a calculated percentage of correct or incorrect responses based on linked fields. In its configuration, you select which answer fields will be evaluated, and the system automatically generates a summary score. This is particularly valuable in training, evaluations, or audits, where results need to be quantified directly within the document. It transforms individual answers into measurable outcomes without requiring external calculations.
