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22 Jun 2022 Author : Lindsey Watson

Knowledge and Research Consultant Tip: Save and upload answer sets for automated templates in Practical Guidance

Users can save and upload answer sets on all automated templates within Practical Guidance, allowing them to reuse answers and increase workflow efficiency.

First, create an answer file. Simply open any Automated Template and select Build Your Document or Recent Work Items:


Continue working through the form until you see the Upload button under Answer File on the Getting Started screen:

Proceed through the interview by selecting your answers. When the interview is complete, select Finish and then download the answer file to your computer:

Next time you want to use an answer file instead of re-answering all of the questions, simply go into the Template you wish to use and select Build Your Document.

Then, select Upload and select the desired answer file to have it populate the selected template: