Questionnaires overview

Questionnaires is a free feature built into Diligent Boards, enabling seamless, integrated completion of required disclosures, D&Os, evaluations, surveys, and more. This topic includes links to everything you need to know about building a questionnaire in Diligent Boards, as well as links to our library of help content for directors who complete questionnaires.

For a training video with step-by-step instructions on building a questionnaire and using some of the most powerful features, see Diligent Questionnaires 101.

Building a questionnaire

  1. Creating a questionnaire

  2. Duplicating a questionnaire

  3. Adding an Introduction page to a questionnaire

  4. Adding and managing questionnaire pages

  5. Adding and managing questions

  6. Text, date, and Email question types

  7. The Table question type

  8. The Number question type

  9. The List question type

  10. Contingent questions

  11. Creating prefilled questionnaires

  12. Using the Prefill Manager

  13. Creating an appendix (Boards Web Admin)

  14. Finalizing the questionnaire

  15. Publishing questionnaires

  16. Managing questionnaires

  17. Gathering questionnaire responses

  18. Exporting questionnaires to PDF

Responding to a questionnaire

These pages are found in the Boards Web Director section of the Help Center, and are listed here as a reference to share with your directors or anyone who must respond to a questionnaire.

Questionnaires 101 training

This 38-minute training video describes the most important steps in creating a questionnaire, and introduces some advanced features. After viewing this step-by-step video, you will be ready to create and publish a questionnaire.

Diligent Questionnaires 101