Smart Answers guide form users as they respond to questionnaires, reducing keystrokes and eliminating errors. Smart Answers can incorporate a whole series of items in a single answer (such as the series of shareholders in this form). This form employs a simple List to present the series of shareholder names in a grammatically proper sentence.

The following shareholders attended the meeting: Gretel Murphy and Derek Wiley. The shareholders elected Gretel Murphy as President of the Company.

Click Questionnaire, Create to add a
questionnaire at the bottom of this document,
and type labels and questions as shown here.

Place the cursor in the first answer box. Then click Smart Answer. In the Smart Answer screen select Series of text boxes and click OK.	Place the cursor in the second answer box. Then click Smart Answer. In the Smart Answer screen select Dropdown, select the source for dropdown choices another answer Shareholders, and click OK.

Select the phrase Gretel Murphy and Derek Wiley and click List. In the List screen, click OK.

Select the name Gretel Murphy and click Field. In the Field screen, select President and click OK.

The form is complete! Remember to save it as a Word Template (.dotx), then try it out.

When using the form, you are asked to list all shareholders. To make room for more than three shareholders, click the Add button on the Doxserá tab.

Then, when responding to the next question (“Who is the president of the company?”), an instruction appears above the cursor:

When you follow the instruction by clicking Refresh on the Doxserá tab, the dropdown box is populated with shareholder names typed in the previous answer. This pairing of Smart Answers reduces keystrokes (the form user only needs to type each name once) and prevents errors (if the name is typed correctly once, it will be correct every time it occurs in the finished document).

(Note: To keep things simple and focused, this Step 3c form assumes the form user will always name more than one shareholder. For an example of a form that double-checks and responds to user input errors, see Step 2c.)