This guide describes how to configure the contract content by adding new sections, questions, and defining their specific properties.
Procedure
1. Access the editing screen of the desired Contract.
2. Make sure you are in the first step of the wizard, called Contract Data.
3. Locate the area dedicated to sections/questions, managed through the tabbed interface.
Adding a New Section/Question
1. Click on the Add Section button (or a similar button with the + icon) at the bottom of the existing sections list.
2. A new tab or panel will open for configuring the section.
Editing Basic Section Settings
For each added section, fill in the following fields:
1. Title: Enter the title of the section or question. This text will be displayed to the user.
2. Type: Select from the dropdown menu the type of field you want to use (e.g., Text, Checkbox, Radio, Signature, User Data, etc.).
3. Required: Check this box if the user must provide an answer for this section before submitting the contract.
- Note: This option might not be available for section types that do not require a response (such as
visualbuilderor advancedtextarea).
4. Description: Enter a detailed description or explanatory text for the section.
Configuring Specific Settings
After selecting the Type (Step 2), a new configuration area called settings will appear.
Depending on the chosen type, you will need to configure specific options:
| Section Type | Settings to Configure | |
|---|---|---|
| Radio | Enter available answers in the Select available answers field, separated by the ` | ` symbol. |
| Checkbox | Enter available answers in the Select available answers field, separated by the ` | ` symbol. |
| Long Text (Textarea) | Use the advanced editor in the Advanced Textarea field to insert formatted content. | |
| Custom Fields | Enter custom field names in the Custom Fields field, separated by the ` | ` symbol. Below, you can define input types for each field (e.g., Short Text, Date, Numeric Value, etc.). |
| Visual Builder | Use the advanced editor in the Content field (Visual Builder) to create complex layouts. | |
| User Profile (for input fields) | If the question is an input field (e.g., Short Text, Radio, Custom), you can configure: Field Pre-fill (to populate with existing data) and Profile Registration (to save responses into specific user profile fields). | |
| User Data | Select required user fields in the Requested Data field (e.g., First Name, Last Name, Tax Code, etc.) and set a minimum age requirement (Minimum Age). |
Reordering Sections
1. In the sections list, locate the section you want to move.
2. Click on the drag icon (usually an icon with four arrows or a move icon) located at the top right corner of the section tab.
3. Drag and drop the section into your desired position within the list.
Saving Changes
1. Once all changes to sections are complete, proceed with any subsequent steps of the wizard (if present) or click on the final save button (usually labeled Save or Finish) to apply changes to the contract.
