Skip to main content
All CollectionsHelp Center
Tagging: How can I make Quilt only look at a subset of documents for a questionnaire?
Tagging: How can I make Quilt only look at a subset of documents for a questionnaire?

How to set up tags and make Quilt filter the documents used to answer questionnaires.

Michael Graczyk avatar
Written by Michael Graczyk
Updated over 3 weeks ago

Setting up tags

  1. Go to the tags bar in your settings

  2. Create the tags that make the most sense for your organization

  3. Go to your source documents and tag the questionnaires/documents

    1. Optionally: You can add individual tags to the answer bank items

Filtering document sources to fill out questionnaires

  1. Upload a questionnaire

  2. Click on "Advanced options"

  3. Select tags. This will limit the documents Quilt pulls information from to only those with selected tags.

  4. Run the questionnaire

  5. ...

  6. Ready!

Did this answer your question?