Overview

Responsive automatically detects and maps form fields including checkboxes, drop-downs, and text boxes after importing and mapping Microsoft Word documents. This significantly reduces manual effort, improves accuracy, and ensures that the structure of your RFP questionnaire is preserved throughout the response process.

You'll find that most form controls are identified and mapped automatically during import and export.
However, in cases where certain form fields are not auto-detected (due to custom formatting or uncommon field types), you can still use the manual mapping steps outlined below.

Mapping checkboxes in Microsoft Word documents

1. Upload your document by doing one of the following:
   • Click Upload Document after creating a new project.
     
   • Import your file into an existing project by clicking New Sections > Import Files > Upload Document.
     
2. After uploading the file, click the table with the checkboxes, then click Table Properties on the Mark Options toolbar.
   
3. Mark the sections, questions, or other content as you usually would. Click the column heading for the first column with checkboxes to select it, and then click Answer on the Mark Options toolbar.
   
4. Enter the Answer header in the Answer Header change the Answer Type to Checkbox.
   Note: Optionally, you can mark the selected column as required by selecting the Required checkbox.
   
5. Configure the answer options in the Answer Configuration pop-up:
   • Value in File is the answer choice and will appear back in the source file when you perform the export.
   • Value in UI is the label you want to be displayed in the application after you import the file. You can customize it to help your team respond to the questions or mimic the source file.
     
6. Click Add Options to add additional options, if necessary.
7. When you are finished, click Save to save the Answer Options.
8. Click Save to preserve the Answer Configuration.
   
9. On the Table Properties pop-up, you can do the following (optional):
   • View Configured Answers: Brings up the Answer Configuration pop-up.
   • Clear all: Clears all the configurations including Header, Section, Questions, Answers, and Options.
   • Save as Template: Saves the configuration as a template for reuse.
10. Click Save to set the Table Properties.
    
11. Click Import when you are finished.
    
    • When you look at the questions for the project, you will see the answer type you specified for each question.
      
    • When all the questions are answered and you export the file back to the source, you can see the checked boxes representing the answers.