Importing Questionnaire Source Files for Autocompletion

1. On the Vendor Portal menu, select Requests. The Requests screen appears.

2. Create a new request or select the request you wish to add a questionnaire for. For more information about creating and managing requests, see Managing Requests.

3. From the Requests Details screen, click the Add Questionnaire button.

   The Upload Questionnaire screen appears.

   Note:

   If you've already added a questionnaire to the request, the Add Questionnaire button won't be visible. To add a new questionnaire, click the Context Menu icon on the existing questionnaire, select Delete Request, then click Confirm. The Add Questionnaire button will appear.

4. Under Select Questionnaire Type , select the type of questionnaire you would like to use: External Questionnaire (*.xlsx, *.xls, *.docx, *.pdf), or Autocomplete Questionnaire Template.

   Note:

   Autocomplete works differently for different source file types. For more information about source file types and their variant behavior, see the table below.

   Source File Type	Usage Notes
   Excel (.xlsx, xls.)	The application uses cell detection to identify individual cells for labeling.
   Word (.docx)	The application scans the documents, then presents them as an image. You can select different selections of text in the image for labeling.
   PDF (.pdf)	The application scans the documents, then presents them as an image. You can select different selections of text in the image for labeling.
   Autocomplete Questionnaire Template (.xlsx)	The Autocomplete Questionnaire Template option is mostly for rare cases where the application has trouble marking up different types of source files. If you're unable to label sections in your document, or if cell detection isn't working properly for your selected source file, try transferring your questions to the Autocomplete Questionnaire template, then follow the instructions in Using the AutoComplete Questionnaire Template.

5. If you selected External Questionnaire (*.xlsx,*.xls,*.docx,*.pdf),continue to Step 6.

   If you selected Autocomplete Questionnaire Template, refer to the instructions in Using the AutoComplete Questionnaire Template to complete the process.

6. Click the Upload button, select your import your source file, then click Open.

7. Click the Next button.

   For Excel source file types, the Identify Data in Columns screen appears.

   
   
   

   For Word or PDF file types, the Label Content screen appears.

   
   
   

8. Select category labels to identify the data during the autocomplete process.

   A summary of the selected cells appears at the top of the sheet and can be used to verify that the proper selections were made. For more information about category labels and how they work, see the table in Category Labels.

   
   
   

   For Excel file types, use the options in the table below to select, label, and clear content.

   Action	Steps to Complete	Notes
   Auto-select cells	Click the cell, then select a label to assign it.	By default, when you assign a label to a cell, auto-select will identify all cells with similarly formatted data (style and font) and apply the same label to them. When Auto-Select is disabled, no other cells will be tagged other than the one that is selected.
   Single select cells	Click the cell you wish to assign a label to, then deselect the Auto-Select before assigning a label.	Single selecting cells allows you to assign a label to individual cells without assigning the label to all cells with similar formats.
   Bulk select cells	Click and drag your mouse across the cells you would like to select, then select a label to assign to the cells.	Bulk selecting cells disables Auto-Select.
   Clear single or bulk selected cells	Click or bulk select the cell you would like to clear, then click Clear Selection.
   Clear all cells	Click the Clear Cells button.	This clears all the selections you've made.
   Clear all rows below	Click the row you wish to start clearing from, then click Clear All Rows Below.	This clears all selected elements from the starting row and every row below.
   Undo an action	Click the Undo icon.
   Redo an action	Click the Redo icon.

   For Word and PDF files, use the options in the table below to select, label, and clear content:

   Workflow Objective	Steps to Complete	Notes
   Auto-Select content	Click a word in a question. Auto-select will use the format of your selection to find similar content. Once all of the similar content is identified, assign a label to the auto-selected content.	Auto complete looks for text with similar fonts, sizing and general formatting to markup with the same label.
   Manually select content	Disable Auto-Select , then click the text in the document you would like to label. Select a label for the highlighted text.
   Add Answers and Supporting Answers	Label a section of content as a Question, then add an answer and supporting answer beneath the question.	The areas you label as Answers and Supporting Answers designates where responses appear when you export the file back to the original source.
   Clearing Selections	Click or bulk select the text you wish to clear, then click Clear Selection.
   Clearing All Selections	Click the Clear All button to clear all selections made.
   Clear All Rows Below	Click the row you wish to start clearing from, then click Clear All Rows Below.	This clears all selected elements from the starting row and every row below.

9. Once you're done assigning category labels, click Next.

   The Run Autocomplete modal appears.

   
   
   

10. Select the Answer Library you would like to scan for answers, then click the Run Autocomplete button.

11. Once autocomplete concludes, click the Review Answers button. The Questionnaire screen appears for review. Optionally, click the Skip For Now button to continue without reviewing your answers. For more information about reviewing your answers, see Reviewing Autocomplete Answers.

The following labels are available for all source file types:

• Export your autocomplete questionnaire. See Exporting Autocomplete Questionnaires.