Adding a New Question

When viewing a matter, click > ‘Settings’.

InTouch Settings button

Click > ‘Quote Calculators’.

InTouch Quote Calculators button

Click > ‘Edit’ on the relevant quote calculator.

InTouch Quote Calculators edit

Click either ‘Initial Questions’ or ‘User Questions’.

InTouch Initial questions and user questions

If you wish to add a new question, click > ’+ Question’.

InTouch Quote Calculator add question

Enter the following:

  • ‘Question’
  • ‘Type’ (For example, ‘text’, ‘number’, ‘check box’)
  • ‘Data Marker’
  • ‘Validation Method’ (email address or telephone number, if required)
  • ‘Position’

InTouch new question image

When the new question is completed, click > ‘Create’.

Editing an Existing Question

To edit an existing question, follow the steps above. Instead of creating a new question, hover over the relevant question and click the pencil icon.

As above, you will now be able to edit the following:

  • ‘Question’
  • ‘Type’ (For example, ‘text’, ‘number’, ‘check box’)
  • ‘Data Marker’
  • ‘Validation Method’ (email address or telephone number, if required)
  • ‘Position’

When finished, click > ‘Save’.