[{"data":1,"prerenderedAt":201},["ShallowReactive",2],{"guide:\u002Finternal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work":3,"related:\u002Finternal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work":196},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":168,"collection":169,"description":170,"extension":171,"feature_flags":172,"is_draft_preview":173,"legends":174,"meta":180,"navigation":181,"order":182,"path":183,"reading_minutes":162,"related":184,"seo":187,"slug":188,"status":189,"stem":190,"tour_ids":191,"type":193,"updated_at":194,"__hash__":195},"guides\u002Finternal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work.md","How questionnaires and templates work","internal",{"type":8,"value":9,"toc":160},"minimark",[10,14,19,82,90,94,117,121,140,144],[11,12,13],"p",{},"Chat answers one question at a time. A questionnaire asks all of them at once, in a fixed structure, and keeps the answers with their sources as a document you can review, re-run and export. Templates are where the questions live; questionnaires are where the answers do.",[15,16,18],"h2",{"id":17},"essential-concepts","Essential concepts",[20,21,22,34,44,54,72],"ul",{},[23,24,25,29,30,33],"li",{},[26,27,28],"strong",{},"Template."," A reusable set of questions, grouped in sections, kept in the ",[26,31,32],{},"Templates"," library that every project in your organisation shares. New accounts start with a set of default templates, and you can add your own by writing questions or by importing a due diligence checklist you already use.",[23,35,36,39,40,43],{},[26,37,38],{},"Questionnaire."," A template applied to one project, listed on the project's ",[26,41,42],{},"Analysis"," page. It is a document in its own right: each question becomes a statement the AI answers from the project's documents, with a citation on every fact.",[23,45,46,49,50,53],{},[26,47,48],{},"Evaluate."," The run that answers the questions. You choose which statements to run, add instructions if you like, and the AI researches each one in the background. A statement can be re-run alone, with new instructions, without touching the others. Every run first saves a ",[26,51,52],{},"snapshot",", so earlier answers stay in the version history.",[23,55,56,59,60,63,64,67,68,71],{},[26,57,58],{},"Settings."," Each questionnaire has a ",[26,61,62],{},"Research Lens"," (Balanced, Risk Focused, Opportunity Focused), a default ",[26,65,66],{},"Output Style"," from Executive to Comprehensive, and a default ",[26,69,70],{},"Research Depth"," from Quick to Exhaustive, plus custom instructions and rules. A single statement can override the style and depth.",[23,73,74,77,78,81],{},[26,75,76],{},"Tasks."," When the AI cannot answer a question from the documents, it can raise a task, for example a document request, on the project's ",[26,79,80],{},"Tasks"," board, linked to the statement that needs it.",[11,83,84],{},[85,86],"img",{"alt":87,"src":88,"title":89},"A questionnaire open in the editor with an answered statement and the toolbar","\u002Fmedia\u002Fhow-questionnaires-and-templates-work\u002Fquestionnaire-editor.png","Settings, Export, Versioning, Graph, Tasks and Evaluate sit in the toolbar above the document; each opens a panel on the right.",[15,91,93],{"id":92},"who-can-do-what","Who can do what",[20,95,96,103,106],{},[23,97,98,99,102],{},"Templates are shared with the whole organisation as editors by default, so any member can improve them. ",[26,100,101],{},"Manage Access"," on a template restricts that to named people or teams.",[23,104,105],{},"A questionnaire inherits its access from the project: whoever can edit the project can edit and evaluate it. Guests cannot run evaluations.",[23,107,108,109,112,113,116],{},"Evaluations spend ",[26,110,111],{},"credits","; an empty balance blocks the run with ",[26,114,115],{},"Insufficient balance",".",[15,118,120],{"id":119},"availability-and-limitations","Availability and limitations",[20,122,123,131,134,137],{},[23,124,125,126,116],{},"A questionnaire exports as a Word document; for a PDF or a deck, ask the assistant to build one from the findings. See ",[127,128,130],"a",{"href":129},"\u002Finternal\u002Fanalyse-with-ai\u002Fexport-a-report-or-deck","Export a questionnaire or an artifact",[23,132,133],{},"Templates are imported from one file at a time: Word, PDF, PowerPoint or Excel.",[23,135,136],{},"Very long templates slow the run and the review. Beyond about fifty questions the AI's template editing is refused; split into two templates instead.",[23,138,139],{},"A statement's research can take several minutes; exhaustive depth noticeably longer. Runs continue if you close the page.",[15,141,143],{"id":142},"next-actions","Next actions",[20,145,146,153],{},[23,147,148,152],{},[127,149,151],{"href":150},"\u002Finternal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire","Run an analysis with a questionnaire"," creates a questionnaire and evaluates it.",[23,154,155,159],{},[127,156,158],{"href":157},"\u002Finternal\u002Fanalyse-with-ai\u002Fcreate-a-template-from-an-existing-document","Create a template from an existing document"," turns your own checklist into a template.",{"title":161,"searchDepth":162,"depth":162,"links":163},"",2,[164,165,166,167],{"id":17,"depth":162,"text":18},{"id":92,"depth":162,"text":93},{"id":119,"depth":162,"text":120},{"id":142,"depth":162,"text":143},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work","analyse-with-ai","Templates hold the questions your firm asks about every company; a questionnaire applies one to a project and has the AI answer each question from the documents, with sources.","md",[],false,{"questionnaire-editor":175},[176,177,178,179],"Export","Versioning","Evaluate","Settings",{},true,3,"\u002Finternal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work",[185,186],"run-an-analysis-with-a-questionnaire","create-a-template-from-an-existing-document",{"title":5,"description":170},"how-questionnaires-and-templates-work","published","internal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work",[192],"analysis","feature","2026-09-29T13:21:45+02:00","O7Z4Kq5YmD3ua42DZKC-_QWlsx5V4XWyKV5j6HpARzU",[197,199],{"title":158,"description":198,"path":157,"audience":6,"slug":186},"Turn a due diligence checklist you already have, as Word, PDF, PowerPoint or Excel, into a reusable questionnaire template, and control who can edit it.",{"title":151,"description":200,"path":150,"audience":6,"slug":185},"Create a questionnaire from a template, evaluate its questions against the project's documents, read the answers with their sources, and re-run what needs more work.",1790706827441]