Avvoka questionnaires collect the data needed to generate documents - and often form the user's first impression of the platform. A well-structured questionnaire both looks good, and drives speed and accuracy throughout the drafting process.
Questions
Questions populate placeholders or control logic in your template. You can:
Edit questions individually by clicking where the question text is to expand the question editor
Edit multiple questions at once by selecting the top-left tickbox and using the buttons that appear along the top toolbar
Question Input Types
Input types define the kind of answer expected (e.g. text, date, dropdown). You can:
Change an individual question’s input type
Bulk-edit input types via the two-way arrow icon on the toolbar:
More details here.
Choosing which Party answers the question
If you have multiple parties or roles in your template, you are able to decide who should answer each question:
Select individual questions, or bulk-select using the top-left tickbox
Use the “Change Party” option in the toolbar to assign the responding party
Visibility conditions
Visibility conditions control when a question is shown. They can be accessed by expanding the question editor, then scrolling to the bottom.
Avvoka will suggest visibility rules based on your template’s logic
You can create custom conditions by pressing the Edit button in the question's visibility condition section
Apply visibility rules in bulk to streamline setup and avoid duplication
Mandatory validation
Questions can be marked as "Required" which means users cannot complete the questionnaire without answering the question. Mark questions as required using:
The toolbar: select multiple questions and toggle mandatory status
Individual question settings: after expanding the question editor use the “Required” toggle at the bottom right
Exporting Questions to the Attribute Library
To reuse attributes elsewhere (within the same or other templates) you can export them to the attribute library:
Select one or more questions
Click the “Export” icon on the toolbar to save them to your Attribute Library
Reordering Questions
Change question order by dragging the handle next to each one.
You can reorder multiple questions by selecting them with the tickbox and dragging any of the handles
If the questionnaire is compressed the handle will be on the left of the question, otherwise it will be at the top
Use the Compress toggle (top-right) to collapse all questions. This improves visibility and makes it easier to reorder and review large questionnaires.
Automatically Sort or Order Questionnaire by Document Order
Users can automatically sort the questions to match the order the attributes appear in the document, for a smoother user experience:
This will re-order the attributes and the current question order will be replaced with the order of attributes as they appear in the document (explanatory text and sections will not be sorted and will remain at the end of the questionnaire). For better results, it is recommended to save the template before using the auto-sort feature.
If users are not happy with the order they can click the button again to revert the auto-sorting:
Question Settings
Each question has deeper customisation options to meet your exact needs.
Explanatory text
Add guidance text above or below any question using the ➕ icon that is revealed when hovering over the bottom of any existing question.
Optional visibility conditions and party assignment
Can be reordered and given visibility conditions like any question
Hidden fields
Hide questions that don’t need user input:
Use for defaults or internal logic
Hidden questions can still populate the document behind the scenes
Default values
Set fallback answers for any question. If the user leaves a field blank, the default will be used in the document.
Formatting the questions
You can use markdown to format the question text. For example you can use:
# to create a heading
## for a subheading
**[text]** to make a text bold
*[text]* to make a text italic
You can also use markdown to insert links, images and gifs.
Integrate attributes into the questionnaire
Insert ~ to reference attributes (e.g. in document titles or questions) in your question phrasing. You must set a default value in before pressing "Ok".
This makes the questionnaire more dynamic by allowing later questions to reference earlier answers. For example, you can first ask for the name of a Director. If the user enters “Jane Smith”, subsequent questions can automatically adapt, such as “Is Jane Smith an executive or non-executive Director?” or “What is Jane Smith’s date of appointment?” This keeps the questionnaire clear, personalised, and easier for users to complete.
Advanced Features
Search Bar
Use the search bar to quickly find questions or keywords - especially useful in long or complex questionnaires.
AI-powered Questionnaire Builder (AI bolt-on required)
Click the AI icon to generate questions based on plain-English prompts. Helpful when building a questionnaire from scratch or exploring new logic. To learn how AI can further optimise your questionnaire setup, read this article, here.
Questionnaire Settings
Use the "Settings" icon at the top of the questionnaire to adjust defaults for:
Input type
Date format
Question phrasing default
Use this to set your team’s standards.
Hide/Show Document
Toggle the document view to see the template alongside the questionnaire in split-screen. Useful for live editing and checking placeholder links in context.
