You can use Pages to split your Document across several screens. Using Pages means that after responding to all the Questions on the screen, users will click Next to move on to the next Page of questions (instead of continuously scrolling when filling out the Document).
Pages are particularly useful for long Documents or if you have a number of small forms or documents that you would like to build into one larger Document in Penelope. For example, many of the supplemental intake forms (health information, financial information, etc.) can be built into one Document with separate Pages for each form.
Document without Pages
Document with Pages
Page Properties Reference
There are several properties available for you to customize when you create a new Pages, and it’s worth spending some time reviewing them. The options you select affect the way the Document looks.
Section | Setting | Description |
General | Name | The Name is the text that is displayed in the setup section of the Document to identify the question. The Name does not appear in the printed Document. |
Numbering | Number Page | If checked, the Page title will be numbered. |
| Sub Element Format | You can choose to number any sub elements included in the Page. The drop-down list includes formatting options. |
Displayed Text | Title | The Title is the text that will appear in a printed Document. The Title can be different from the Page Name or excluded completely. |
| Style | The style drop-down allows you to specify unique formatting for the Page. By default, the Page will inherit the style selected for the Main Body. |
| Header | Any text that you include in the header field will appear before the questions that you add to the Page. |
| Footer | Any text that you include in the footer field will appear after the questions that you add to the Page. |
Enabling Pages
Pages are typically enabled when you create your Document, but you can enable Pages after the fact if you change your mind.
Caution
Pages cannot be switched off after they have been activated in a Document. Don’t worry too much — if you enable Pages but only want your Questions to appear on a single screen, limit your Document to a single page.
Update your Document to use Pages
If your Document doesn’t already have Pages enabled (identifiable from the Revision > Component tab showing a white-coloured Main Body with options to Add Element or Add Sub Document), you can update your Document to use Pages. When you enable Pages, the former Main Body becomes the first Page. You can rename the Main Body to use a different name.
On the Revision > Component tab, click Edit
Click the Use Pages option.
Click Save.
The Main Body is now blue in colour with options to Reorder, Add Page, and Add Sub Document. If you had any Elements in your Document previously, you can view them in the Main Body Page (highlighted below).
Modify the name of the Main Body Page
By default, when you enable Pages in your Document, the first Page is called Main Body. You can modify the Name and properties of the Page to reflect customizations you would like to make.
Click the Main Body Page.
On the Page Setup screen, click Edit.
Modify the Name field to reflect what you would like to call your Page.
Modify any additional properties of the Page.
Click Save.
Adding Pages
Before creating a new Page, review the Pages properties reference topic for information about each field or property available for you to customize.
Prerequisite: To add a new page to your Document, the Pages feature must be enabled. If pages are not currently enabled for your Document, see the Update your Document to include Pages topic for more information.
In the Document, in the Main Body, click Add Page.
Type a Name for the Page.
To number the Page, in the Numbering section, click the Number Page and specify any Sub Element Formatting.
To include a title for the Page, in the Displayed Text > Title field, type a title. The title can be the same as the Page Name or unique.
By default, the Page Inherits the same Style as the Main Body. To use a different style than the Main Body, select one of the other available styles
To include any additional information or instructions for the Page, populate the Header and/or Footer fields with the desired text.
Click Save.
After you finish: You can add other Elements to your Page including Sections, Groups, Composite Questions, or Questions!
Modifying Pages
If you discover that you need to change an aspect of your Page’s properties after you create it, review the following table for information about what Page properties you can modify whether the Document is In Progress (i.e. prior to Finalizing for the first time or after you’ve created a New Revision) or while the Document is Finalized.
Caution
Modifying items that don’t require a new revision to complete the change impact all Documents (including those completed by and for clients). For example, if you change the wording of a Page’s Name, all Documents in Penelope are affected by that change. Consider whether or not renaming a Page is the most appropriate choice. Does it negatively impact completed Documents to make this change? Would it be better to create a new Revision of the Document and then remove the old Page and add a new Page with the updated wording? While fixing a spelling mistake is quite a simple change, significant changes to wording could erroneously or negatively impact existing completed Documents.
|
| Document Status |
Field | In Progress | Finalized |
Name | Yes | Yes |
Number Page | Yes | New Revision required |
Sub Element Format | Yes | New Revision required |
Title | Yes | Yes |
Style | Yes | Yes |
Header | Yes | Yes |
Footer | Yes | Yes |
Other actions
The following actions always require that you create a new Revision of your Document (i.e. your Document status must be In Progress):
Adding new Page
Removing a Page
Reordering Pages
Modify a Page’s general properties
Navigate to the Page you want to modify and click Edit.
Modify the values that you want to change.
Click Save.
Remove a Page
Caution
Removing a Page also deletes all other Elements on the Page. Before you remove the Page, ensure you have moved any Sections, Groups, Composite Questions, and/or Questions that you want to keep to another Page.
Complete one of the following options:
Navigate to the Page you want to remove and click Delete.
From the Main Body, next to the Page you want to remove,
click the minus icon.
Click Okay to confirm your action.
Reorder Pages
From the Main Body, click Reorder.
Click the up and down arrows to change the position of the Question.
Click Save.