Let's save this whole, questionnaire for use in other forms. Let's suppose this structure is a structure that's gonna be handy for us in a whole bunch of other forms as well. I'm gonna click the questionnaire button.

When you create that when you click that questionnaire button in a document which has not yet been turned into a form, it adds a questionnaire to the bottom of the document.

If you click that same button in a document that has already been turned into a form, it already includes a questionnaire, then it has a different function. Instead of creating a questionnaire since one already exists, it takes you into this screen that says, do you want to save this form's actually, depending on whether your cursor is sitting.

It might skip this step. But, that's fine since it showed up. Let's answer it. Do I want to save this form's questionnaire along with any grids, or do I want to add a new grid to this form? I can do either of those. What I want to do is save this questionnaire along with its grid. So I click okay.

And this is the form I was talking about. This is the saving questionnaire screen where I can save questionnaires for various types of forms. Maybe I have one questionnaire, format that I tend to use for my real estate documents and another that I tend to use for my, corporate documents and another for my family law documents and so forth.

I can save each of those separately as a model questionnaire, which will give me a big head start when I go to create another similar form. So I'm going to call this one Real Estate.

This is a good set of questions for any sort of a real estate form. And I click the save button.

And now I have this questionnaire saved for use in other forms. So for instance, if I were to create a brand new form, file new blank document.

And this is maybe a mall leased form and it has a bunch of stuff in it. And I wanna turn it into a form.

So I click the questionnaire button to add a questionnaire.

Now since I have previously saved some at least one questionnaire, only one in this case but you might save multiple, because I have say previously saved a questionnaire, I get the option of using one of those previously saved questionnaires or starting fresh with a blank questionnaire. If I just leave it like this with blank table selected and click okay, it's gonna create a a blank questionnaire just like it always has before.

But if instead, I choose one of my saved questionnaires, here I've got my real estate questionnaire. It gives me a little preview of what questions it includes.

And I say, ah that includes most of the stuff I'm gonna need for this form. It's not all this stuff but it's at least a good starting point. So I'll click okay and it pulls in that previously created questionnaire into this form and I can make whatever changes are needed here. Maybe in this form, I don't have a buyer and a seller.

I have, a lessor and a lessee.

Right?

So I would change these to refer to lessors and lessees.

But all of this other information, including the field names and so forth, is gonna work just as well in this form as it did in the other form. That's gonna, be great for for preserving consistency between my forms, which is going to make saving and loading answers work much best better. For instance, I'm gonna go a step further and the next form we work on here is going to be a motion, a motion for summary judgment.

Well, in a legal matter, we don't have buyers and sellers, right?

But we do have parties and that's why I named my fields in that grid in the other form with the party designation.

Because in just about any form at all, you've got parties. They might be buyers and sellers. They might be plaintiffs and defendants. They might be lessors and lessees or grantors and grantees. Who knows what role they're going to fill? But there's still going to be a list of parties. Because I've set up let's load it in here.

Questionnaire and I'm going to use that same questionnaire we created in the other form.

Because we've labeled these party name, party state, party email, these fields are all gonna work just as well in this form as they did in the other one even though the subject matter is very, very different.