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Document Sections
Updated over a week ago

You can use Sections to organize similar questions together. Sections are particularly helpful in longer Documents as you can use Sections to separate Sections into logical groupings.

  • Where you can create Sections: the Main Body, a Page, and other Sections

  • What you can add to Sections: Sections, Groups, Composite Questions, and Questions

Tip

You can float Sections (or other nested Elements in the Section) and control how much space they take across the page.

Examples of Sections

Example of a Document Section

Basic use of Sections with a variety of Question types. The questions are added directly to the Section.

Example of sub-sections

Example of a Section that includes a nested Section and Composite Question.

Example of a Section with floating Sub-Sections

Example of a Section with two nested Sections that are set to float at 50%.

Section Properties Reference

There are several properties available for you to customize when you create a new Section, and it’s worth spending some time reviewing them. The options you select affect the way the Section looks.

Add Section properties

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.

Float Element

Floating an element allows you to position multiple sub-Sections, Groups, or Composite Questions next to each other in a Document.

Numbering

Number Section

If checked, the Section title will be numbered.

Sub Element Format

You can choose to number any sub elements included in the Section. The drop-down list includes formatting options.

Customization options include:

Tier Numbering: This option combines the main element and sub element numbers. For example, 1.1, 1.2, 2.1, etc.

Continuous Numbering: This option will number questions in a continuous sequence regardless of whether the questions are included in the same or different sections.

Displayed Text

Title

The Title is the text that will appear in a printed Document. The Title can be different from the Section Name or excluded completely.

Style

The style drop-down allows you to specify unique formatting for the Section. By default, the Section 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 Section.

Footer

Any text that you include in the footer field will appear after the questions that you add to the Section.

Adding Sections

Before creating a new Section, review the Section properties reference topic for information about each field or property available for you to customize.

  1. In the Document, complete one of the following options:

    1. To add a Section to the Main Body or Page of a Document, click Add Element.

      Add Element
    2. To add a Section to another Section, click Add.

      Add Element from Section
  2. From the Class drop-down list, click Section.

  3. Type a Name for the Section.

  4. To float the Section, click Float Element. In the Width field, specify the percentage of horizontal space you want theSection to occupy.

  5. To number the Section, in the Numbering section, click the Number Section and specify any Sub Element Formatting.

  6. To include a title for the Section, in the Displayed Text > Title field, type a title. The title can be the same as the Section Name or unique.

  7. By default, the Section Inherits the same Style as the Main Body. To use a different style than the Main Body, select one of the other available styles.

  8. To include any additional information or instructions for the Section, populate the Header and/or Footer fields with the desired text.

  9. Click Save.

After you finish: You can add other Elements to your Section including other Sections, Groups, Composite Questions, or Questions!

Modifying Sections

If you discover that you need to change an aspect of your Section’s properties after you create it, review the following table for information about what Section 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 Section’s Name, all Documents in Penelope are affected by that change. Consider whether or not renaming a Section 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 Section and add a new Section 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

Add/remove Elements

Yes

New Revision required

Name

Yes

Yes

Float Element

Yes

Yes

Number Section

Yes

New Revision required

Sub Element Format

Yes

New Revision required

Title

Yes

Yes

Style

Yes

Yes

Header

Yes

Yes

Footer

Yes

Yes

Modify a Section’s General Properties

  1. From the Document Main Body or Page, click the Section (shown as Section: <Section Name>) you want to modify.

  2. Modify the values that you want to change.

  3. Click Save.

Remove a Section

Caution

Removing a Section also deletes all other Elements in the Section. Before you remove the Section, ensure you have moved any sub-Sections, Groups, Composite Questions, and/or Questions that you want to keep to another area of your Document.

  1. Locate the Section you want to remove from your Document and click Remove.

    Remove a Section
  2. Reorder Questions in a Section

    Click Okay to confirm you action.

Reorder the Elements in a Section

  1. Locate the Section and click Reorder.

    Reorder a Section
  2. Click the up and down arrows to change the position of the Question.

  3. Click Save.

Move a Section

  1. Locate the Section you want to move in your Document and click Move.

    Move a Section
  2. Select where you want to move the Section to.

  3. Click Save.

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