Create Prequalification Questions
Home > (Select - Application Name) > Application Settings > Prequalification Questions
Open an application form on the Home page and click the Application Settings tab. Next, select the Prequalification Questions option in the left sidebar menu.
To create a new prequalification question, click the Add Question button on the top right corner of the page.
Enter the text for the question in the Design mode in the editor window. You can also use the HTML text editor if you prefer.
Design Mode: The HTML editor works exactly the same way as Microsoft Word. Type the information into the body of the editor as you would type and format in a Microsoft Word document. You can also copy and paste the formatted text from other documents.
HTML Text: You can create the message page using HTML tags by clicking on the HTML text tab. Enter the HTML tags with the content and it will display all the content as formatted.
Click the Save & Exit button to save the new prequalification question.
Continue adding as many questions as needed. There are no limitations to the number of questions you can add.
Click the Cancel & Exit button to abandon all changes and return to the Prequalification Questions screen.
Please see the Set Prequalification Proceed Combinations article for the next step in defining Prequalification Questions.