Sometimes, the most efficient means of collecting information is to allow the customer or client to do the job. This video describes how to prepare the Q&A Table for sharing with others.

^{tags: share, sharing, QAT, tear off, video}

^Transcript:

So you might have a grid here that asks for person name, person date of birth, and person location or something and then city state.

So you'll have a grid something like this. The key to making it transportable is you want to have all of these fields be just plain text answers. You don't want any drop down lists and stuff like that. So once you've got this and I'm gonna just put in a sentence here. These people are involved and a list of people.

So here's kind of a rudimentary form and then to make it transportable, first you would save the form itself on your system. I'm just going to put it on my desktop here for the moment, call it sample form and then you want to make a version of this that you're going to be sending away.

To do that click tools, prepare to share and it walks you through a few steps. Step one here is to check links and sources. That's if you if I had used master lists and linked answers and fancy stuff like that, it would give me a warning here. But it says there's no linked or source list, so I'm good there.

And then it's going look at the series and grids, and it warns me that I should provide enough empty slots in the grid. That's because since they don't have the form tool, if they need to type thirteen people in there and I've only provided ten rows, they're not gonna be able to add any rows themselves. So I should probably crank this up a bit. Right now, I'm only allowing for two people so I'm going to click plus a few times here and take it up to say ten.

And so now I'm good on that. Next step is to check check boxes.

If you thought they might have an older version of Word, that step will convert any checkbox answers to the older Word style of checkboxes. The next step is the content here and I get to decide whether or not I want to remove the content of the form and leave just the questionnaire grid. And usually you do want to remove content. There's just a warning here to make sure that you have saved your form first before you remove the content otherwise you'll trash your form that you're keeping on your system.

So I'm going say yes, remove the content because I've already saved a copy of it for myself. So the next thing is labels and it's telling me that the label column is visible. That's the left column here on the, Q and A table right here in the top row on the grid and you'll probably will want to hide those because they're just distracting for people. So I'm going to click the hide button to hide those and then click finish button to finish and click okay.

And so they end up with just the Q and A table and a grid with, you know, with some of the stuff hidden so it doesn't distract them. And you want to make sure not to save this now because it would overwrite your form. Just email it or save it somewhere else as a temporary file and then send this out.

And then when they receive it, they'll answer the questions.

They'll fill in all the answers and you will open that up from their email.

You'll click save load and save their answers into an answer. They'll fill in all the answers and you will open that up from their email. You'll click save load and save their answers into an answer and then you'll close this document, open your form, hit save load again and load the answers that you just saved and then you're ready to go.