Creating interview templates

An interview template defines how interview questionnaires are processed.

To create an interview template, complete these steps:

1. Go to Catalog > Templates.
2. Click New Template.
3. In the Create Template window, specify a unique template name.
4. Under Type, click Interview. Then, click Create.
5. If you want to prevent the creator of an interview to change the rules or questionnaire that you specify, select the appropriate checkbox on the Rules and Contents or Questionnaire page.
6. Under Contents, specify the subject and the contents of the interview and the follow-up messages, if necessary.

   You can include system variables as part of the subject or the content. They are replaced with actual values when the interview or follow-up message is sent out. As a minimum, include the Link to interview variable in the initial interview and any recurring interview.

   Custom matter and interview attributes with specific data types are also available as system variables. For information about the required data types, see Customizing attributes.

   Instead of typing text in the Contents section, you can paste text directly from any word processor or text editor. In the text to be pasted, system variables must be specified with their internal names. For more information, see System variables in interviews: internal names.

   By using Send Preview, you can send copies of the messages you're currently creating to members of your team for testing, review, or information only. You can select to send all messages or just specific ones. Sending these messages does not activate the template; it remains in draft status and you can still edit it.

   In activated templates, you also have the option to send copies for informational purposes. When you do so, the status of the template remains unchanged.

7. On the Questionnaire page, create the questions and the possible answers for each question.
   For each answer, you have the following additional options:

   • If the paralegal must complete a follow-up action, select the Follow-up action required checkbox. The paralegal is informed by an email when one or more custodians select this answer.
   • If an answer requires a conditional question, click the Create a conditional question icon . Then, complete the conditional question.
   • If you want to give the custodians the possibility to provide their own answers, click Add "Other" instead of Add Answer.

   Important: If you create dependencies between questions, be careful when you move and delete questions to not create an invalid or confusing questionnaire.
8. Activate the template to make it available for use.
   Activated templates can be duplicated only.