How to: send a questionnaire to someone without a ClauseBase account?

Empowering your clients, customers or colleagues by giving them access to your automated documents is a feature that is native to ClauseBase. 

If your administrator allows you to do so, you can send others an anonymous hyperlink to enable them to fill out any questionnaires prepared by anyone in your organisation that you have access to. When anyone clicks on this hyperlink, he/she will be automatically logged into a limited environment that allows them to access one or more Q&As, similar to the screenshot below.

The hyperlink contains encrypted information, and therefore looks a little bit funny, for example as follows: You can send this link to a specific person by email, or perhaps post it on some intranet if you want anyone in your organisation to be able to access it (as is often the case for NDAs that need to be potentially generated by many different persons in an organisation).

Please be aware that these links are completely anonymous — meaning that anyone in the world can use them before their expiry to access your documents. Depending on your license agreement, any document generated this way (whether by any of your employees, agents, clients or third parties) may be invoiced to you.

If you want to exceptionally blacklist an existing URL to prevent abuse, please contact us.

Creating an anonymous hyperlink

To create such a hyperlink, you should first go to the home page of ClauseBase (i.e., the page you will land on by default after logging in — you can also go to the home page from any other page by clicking the upper left button).

The, you have to choose the questionnaire from the list available to you in the “Q&As” section on the home page. This section looks as follows:

Clicking on any Q&A in this list will give you the option create link to Q&A. When you click this option, a window will appear that allows you to configure the settings of the questionnaire.

The following options are available:

  • Account to use. Allows you to specify which anonymous account should be used to access the document. The various access rights and preferences (e.g., enabled languages) that are associated with this account will then become applicable upon login.

    Please note that your administrator can create multiple anonymous accounts, which can be configured in a slightly differend manner, to enable variability in the anonymous links. For example, if anonymous account A would be set to English with user tag “accounting”, and anonymous account B would be set to Dutch and user tag “sales”, then the Q&As would be shown in a different language, and certain questions or predefined options (e.g., those that are only relevant for the accounting or sales department) could be omitted on the basis of the user tag.
  • Allowed file types. You can choose whether the anonymous user should be allowed to export the binder/document to PDF and/or to MS Word .DOCX.

    If neither option is enabled, users will not be able to export the document at all. Combined with the option to allow users to send back their answers, this can actually be quite useful if you only want certain users to fill in the details of the questionnaire, whereby the actual document generation will be done by you.
  • Sending back answers. When enabled, you will be invited to specify a folder in which the answers of the anonymous user will be stored when he/she would click on the button “send answers” after having (partially) completed the questionnaire.

    You will receive an email notifying you that some user has sent answers back to you. The user can provide a description of his/her answers, which will allow you to understand the context.
  • Interactive preview. When enabled, the Q&A will be interactive, i.e. the resulting document/binder will be shown at the right side of the screen (which is the default setting when you fill in Q&As). Disabling this option can be useful if, for some reason, you do not want users to actually be able to see the resulting document.
  • Identifier. In this box, you can optionally include some extra information, which can help to differentiate between hyperlinks to the same file. This extra information will show up in the reporting of the platform’s usage.

    For example, assume you want to make a certain Q&A available to two different departments, and want to keep track of the amount of files exported by each department. By simply including some identifier (e.g., “department A” and “department B”) and sending the resulting hyperlinks to both departments, you can immediately see in the reporting which department created a certain document, even if they were using the same anonymous account. (Another possibility is to create a separate anonymous accounts for each of the departments.)
  • Expiry date. By default, the anonymous links will be set to expiry in one month’s time. Taking into account that the hyperlinks you create are completely anonymous — i.e., can be used by anyone who happens to know the URL — it is indeed strongly recommended to set an expiry date.

    Please note that expiry dates are set in the UTC time zone, i.e. will expire at midnight in the UTC time zone.
  • Other templates. Allows you to refer to several additional Q&As that will all be accessible to the anonymous user upon login.

If you are an advanced legal user, you can configure whether the end user of the “magic link” can generate a PDF or Word document, whether he/she can save and send back his/her answers, whether the interactive document preview on the right will be show, the expiry date for the “magic link” and whether other questionnaires should be made available through the same link.

When you are ready, click the  button. You will then be given a link which you can send to anyone with or without a ClauseBase account. They can then use the questionnaire, based on your settings.

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