By default, users can export questionnaire projects as Word documents using our Standard DV Word Template. This design contains the DiligenceVault logo and also uses the DiligenceVault color scheme within the exported document. For free users, this is the only option that is available. However, for Premium Responder accounts, you have the ability to create and customize your own templates for your firm.
Click on Firm Settings > Preferences > Export Preferences. On this page, you will see a section where you can upload a new export template. There is also a link to a step by step guide for creating your own design template.
In the design guide, you will see that you can start with a blank Word document and then create a number of DV styles. For example, you can create the DV Answer style. All answers within a DV questionnaire will be exported using this style format. You can modify that style to have the exact font, size, color, etc. that your firm wants.
Once you've added all of your styles in, you can also add your firm's logo and other graphics to the page. This Word template represents the first (cover) page of your exports. So, you can design this page as if you were creating a cover page for your document. See the last page of the design guide for supported tag values that you can use to add reference information to the export.
You don't have to start from scratch. You can export a document using the DV Standard Word Template. This document will have all the necessary DV styles. Simply erase all the questionnaire information from this document. From there, you can modify the DV styles that are available in the Word menus at the top. You can also delete the DV logo and add your own firm logo in.
Once you've completed and saved your template, go back to the Export Preferences section in the Firm Settings page. Click on the Plus Icon to add your new design template. Upload your file, then click on Create Template.
Now when you go to export a questionnaire, you will have a dropdown list that allows you to select your design template. Click Export to have your stylized export emailed to you.
See the video below for additional instructions.