Response Tables allow you to work directly within imported tables from Word, Excel, and PDF documents. Table cells become answerable elements that can be filled out, and seamlessly exported back to customer documents.
How It Works
Creating a Response Table
In your imported document, select a table cell or click and drag to select only the relevant cells you want to convert into a response table. For this example, we will be importing a whole table:
Click Response Table Button - With the table selected, click the "Response Table" button in the inline toolbar. This button will only appear when you have a table selected. The table / highlighted table cells is now converted into a response table. You'll see green borders around the table cells, indicating they are now response elements, like this:
Filling Out Responses
Your response table will be placed into the response box upon project creation. From there you can fill out the cells which will be exported to their original cell upon project export.
Project View
Here we've filled out the above table in the response editor:
Exported Document
Once exported the responses are inserted neatly back into the existing table:
Current Limitations
Manual Selection
Tables must be manually selected and converted - AI doesn't automatically detect or suggest response tables (yet).
Content & Editing
Our AI response engine doesn't automatically populate table cells - we recommend to use the response editor to search for and insert relevant content.
Responses must be contained within existing table cells - content before/after tables isn't supported.
Table Structure
Cannot add or modify rows/columns after import - it's our recommendation to adjust table structure in the original document before uploading.
Tables without a requirement selected before them in the document cannot be imported standalone.