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Excel
- Questions and responses must be on the same row [line].
- Questions and responses can’t be in the same cell.
- If text is already in a response cell in the original document, it won’t be displayed in the proposal outline but will be displayed in the export.
- Help text for a question has a 300-character limit.
- If a spreadsheet has too much “dead space” around a table, the document becomes too large to import.
- Locked documents can cause issues that we’re actively investigating.
- Certain images cause errors during import or export. If you remove the images in the original document, the import works properly. If you are unsure about an image, run a test or send it to us to test.
- The import feature does not support the .XLS format.
- You are unable to map images in cells to questions.
- Merged Cells will not be identified by our Importer tool.
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Word
- You are unable to import checkboxes or multiple-choice items like this:
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- You are unable to include more than one response if it is not in a table.
- Sub-questions are not supported.
- Questions that prompt other questions based on responses are not supported.
- The import feature does not support the .DOC format.
- We suggest converting all PDFs to Word prior to import, because PDFs with line breaks may merge questions.
- In Word tables, questions must be in a column.
- You are unable to map instructions.