The Question & Answer section of the Document Library Editor (also known as the Order Form Editor) is where you build the fields your customers will complete when placing an order.

This section allows you to:

• Collect required information from customers
• Configure quantity options
• Control whether the form is public or private
• Create reusable (global) questions
• Manage required fields

Below is a complete overview of how this section works.

Public vs. Private Order Forms

At the top of the section, you’ll see the option to choose between a Private Order Form and a Public Order Form.

Private Order Forms

• Belong to specific companies or customers
• Not visible to all website visitors
• Typically used for customer-specific documents

Public Order Forms

• Available to all customers
• Can appear on your public-facing website
• May be shown on your homepage

Public Form Activation

When you switch a form from Private to Public, the system automatically places it in inactive (test) mode.

You’ll see a message indicating:

This order form is currently inactive. Website visitors will not see it.

This safeguard prevents accidentally publishing unfinished forms.

• Administrators can view the form.
• Customers cannot see it until you click Activate Form.

Quantity Settings

The Quantity section determines how customers select the amount they want to order.

There are two primary options:

1. Enter Desired Quantity (Open Field)

• A simple numeric input field
• Customers can type any quantity
• Best for flexible ordering

2. Quantity Drop-Down

• Customers select from predefined quantity options
• Ideal for structured pricing tiers

When using a drop-down, you can:

• Set specific quantity breaks (e.g., 100, 200, 300)
• Assign pricing to each quantity level
• Choose whether pricing is visible in the grid
• Save and edit quantity breaks at any time

This option is commonly used for products like business cards, flyers, or postcards where pricing is standardized.

Adding Questions (Form Fields)

Below the quantity section is the Question & Answer builder. This is where you add the fields customers will complete.

Adding a Question

1. Click Add a Question
2. Click Choose Type
3. Select the field type (e.g., Text Input)
4. Enter the question label (e.g., “Name”)
5. Click Create Question

The new field will appear below the builder.

Question Controls

Each question includes several management options:

Required Toggle

• Turns the field into a required question
• Customers must complete it before adding the item to their cart
• Prevents incomplete orders

Global Question Option

• Converts the question into a Global Question
• Stored in one central location
• Can be referenced across multiple documents

Benefits of Global Questions:

• Edit once → updates everywhere
• Ideal for commonly used fields (e.g., Name, Phone Number, PO Number)

Drag & Drop Reordering

• Click and drag questions to rearrange their order
• Helps control how the form appears to customers

Edit

• Modify the question label or settings

Delete

• Remove the question from the form

Saving and Previewing

After making changes:

1. Click Save
2. Preview the form

You’ll see:

• The configured quantity option (drop-down or open field)
• Any pricing table (if enabled)
• Your added form fields (e.g., Name)
• An option to add the item to the cart

Example: Business Card Order Form

A simple business card form might include:

• Quantity drop-down (100, 200, 300 with pricing)
• Name (Text Input – Required)

Customers can:

1. Select their quantity
2. Enter their name
3. Add the item to their cart

Summary

The Question & Answer section is where you:

• Configure quantity selection
• Add required customer input fields
• Create reusable global questions
• Control public vs. private visibility
• Manage how the order form appears to customers

Proper setup ensures you collect all required information to successfully process and print customer orders.

Happy Printing! 🚀