Defining content as a description, help text or label when configuring documents

Overview

You can define text as a description, help text, or label when importing files.

You want to include contextual information under a section or question.

Content can be added as a description when it explains the particular section in detail. Descriptions add context to questions but are not questions themselves.
Descriptions can be imported, edited and exported. When importing content as a description, it populates under the section for further description on the following questions.
Note: You can export descriptions to templates but not to the source.

To mark content as a description, select Description from the sidebar.

Note: Help text is available for Word files only.

Help text is similar to description text in that it provides context and a framework to answer the questions underneath them.
When importing content as help text, it populates under the section for further description on the following questions.
Note: You can mark text as help text during import, but the text is not editable in the platform and won't export within a project.

To mark content as help text, select Help Text from the sidebar.

Note: Labels are available for sections in Word files, and tables in Word and Excel files.

For sections: Adding a label to a section creates a new question (using the section name). To avoid this, we recommended using descriptions or help text - not labels - for sections that contain additional information.
Note: Descriptions appear in the final export; help text doesn't.
For tables: If there is contextual information in a table that you want to import as a description, you can import the content within an answer type as a label.
- It can be an answer type which has a unique code to differentiate it from other question and answers in the section.
- Labels populate under the question.

To add an answer type for your label: