In Q2 Origination, a questionnaire created on the Application object can be added to any application. Similarly, a questionnaire created on the Party object can be added to any party.
Prerequisites
Before you proceed to add a questionnaire, ensure that the following prerequisite is met:
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The questionnaire definition is configured.
To know how to configure a questionnaire definition, see the Questionnaire Configuration section in the Q2 Origination User Guide.
Steps
To add a questionnaire:
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From the Questionnaire Name list, select the questionnaire to begin answering questions.
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Expand the predefined sections and specify the required answers for the predefined questions.
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Select .
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On successful submission, a window appears with the message "Submitted Successfully!".
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An error message is displayed if all the required questions are not answered.
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Select Okay.