Documentation

# WWFT Questionnaire

# Table of Contents

  1. Overview
  2. Setup
  3. Completing a questionnaire
  4. Reminders
  5. Storing an answer on the matter
  6. Reports and PDF export
  7. Configuration Reference
  8. URL Reference

# Overview

The WWFT questionnaire records the client due-diligence answers for a matter. The questionnaire is filled in from the matter — either in the matter wizard while the matter is being created, or later on a separate tab — and can then be marked as completed. As long as it is not completed, the responsible users receive reminders.

The questionnaire itself (its questions, answers and order) is maintained as a questionnaire record of type WWFT. This manual covers its configuration and the available reports.

Settings live in Config\Questions.config.

# Setup

  1. Decide where users fill in the questionnaire:

    • In the matter wizard — set ShowQuestionnaireInMatterWizardForRole to the role whose members see it there.
    • On a separate tab on the matter — set ShowQuestionnaireInMatterTab to true.

    The WWFT tab on a matter

  2. Limit the questionnaire to newer matters with ShowQuestionnaireInMatterWizardAfterOpenDate: only matters whose open date is on or after this date get a questionnaire.

  3. Decide who may mark a questionnaire as completed — see Completing a questionnaire.

  4. Configure the reminders — see Reminders.

# Completing a questionnaire

A questionnaire stays open until someone marks it as completed. Five settings decide who may do that; they work together, so any user that matches at least one of them may complete it:

Setting Who may complete
MarkAsCompletedByRole Members of the given role
MarkAsCompletedByRTK The responsible lawyer of the matter (RTK, verantwoordelijk advocaat)
MarkAsCompletedByBTK The billing timekeeper of the matter (BTK, uitvoerend advocaat)
MarkAsCompletedByOriginator The originator of the matter
MarkAsCompletedByCreatedBy The user that created the matter

When a questionnaire is completed, the completed answers can be mailed out: MarkAsCompletedSendEmail sets the recipients and MarkAsCompletedSendEmailCC the users in cc.

# Reminders

The nightly job sends a reminder for every matter that is not completed and whose WWFT questionnaire has not been marked as completed yet, once more than SendReminderWorkingDays calendar days have passed since the last reminder — or, when no reminder was sent yet, since the matter was created.

Reminders only go out on the days listed in SendReminderDays (by default Tuesday and Friday), so a matter that passes the threshold on another day gets its reminder on the next listed day.

The job only runs on the days listed in SendReminderDays, and only when SendReminderTo names at least one recipient. Reminders are skipped entirely when ContactManager runs in test mode.

Two settings narrow the selection further:

  • ShowQuestionnaireInMatterWizardAfterOpenDate — matters opened before this date are left out.
  • ReminderQuerySQLFilter — an additional filter on the matters to remind about.

A reminder for a single matter can also be sent immediately with https://<cm>/Questions.aspx/SendReminder/<matter ID> (see URL Reference).

# Storing an answer on the matter

An answer from the questionnaire can be copied to a custom field on the matter, so it can be shown in grids and used in searches. Set StoreResultsInMatterCustomField to the code of the custom field, or to TRUE to store all custom-field answers.

# Reports and PDF export

Three outputs are available, all through the URLs listed below:

  • Excel overview of all matters that have a WWFT questionnaire, including the answers given.
  • PDF for a single matter, containing the latest questionnaire of that matter.
  • PDF for every matter, bundled into one ZIP file with one PDF per matter.

For both PDF exports:

  • Only the latest questionnaire of a matter is used.
  • For multiple-choice questions, only the selected answer is printed.
  • The matter code appears in the document header and is used as the file name.
  • Matters without a questionnaire of the requested type are skipped, as are matters the user running the export may not read.

Prerequisites for the PDF exports:

  • A questionnaire of type WWFT exists and is active.
  • The matter has at least one saved questionnaire result.

# Configuration Reference

Settings in Config\Questions.config, each entered as a key/value entry:

<add key="ShowQuestionnaireInMatterTab" value="True" />

# Debug

Writes extra information to the log files.

  • Allowed values: true, false
  • Default: false

# ShowQuestionnaireInMatterWizardForRole

Members of this role see the questionnaire in the matter wizard. Set it to a role that has no members to hide the questionnaire in the wizard.

  • Allowed values: a role name
  • Default: Everyone

# ShowQuestionnaireInMatterWizardAfterOpenDate

Only matters whose open date is on or after this date get a questionnaire, in the wizard as well as in the reminders.

  • Format: yyyy-MM-dd HH:mm:ss
  • Default: 1 January of the previous year

# ShowQuestionnaireInMatterTab

Adds the questionnaire as a separate tab on the matter.

  • Allowed values: true, false
  • Default: false

# MarkAsCompletedByRole

Members of this role may mark a questionnaire as completed.

  • Allowed values: a role name
  • Default: Administrators

# MarkAsCompletedByRTK

Allows the responsible lawyer of the matter to mark the questionnaire as completed.

  • Allowed values: true, false
  • Default: true

# MarkAsCompletedByBTK

Allows the billing timekeeper of the matter to mark the questionnaire as completed.

  • Allowed values: true, false
  • Default: false

# MarkAsCompletedByOriginator

Allows the originator of the matter to mark the questionnaire as completed.

  • Allowed values: true, false
  • Default: false

# MarkAsCompletedByCreatedBy

Allows the user that created the matter to mark the questionnaire as completed.

  • Allowed values: true, false
  • Default: false

# MarkAsCompletedSendEmail

Recipients of the e-mail with the completed questionnaire. Separate multiple values with a comma.

  • Allowed values: RTK, BTK, Originator, CreatedBy, ModifiedBy, or a fixed e-mail address
  • Default: empty — no e-mail is sent

# MarkAsCompletedSendEmailCC

Recipients in cc of the e-mail with the completed questionnaire. Separate multiple values with a comma.

  • Allowed values: RTK, BTK, Originator, OriginatorSub, CreatedBy, ModifiedBy, or a fixed e-mail address
  • Default: empty

# SendReminderDays

Days of the week on which reminders are sent.

  • Allowed values: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Weekdays, Weekends, Daily (multiple values separated by a comma)
  • Default: Tuesday, Friday

# SendReminderWorkingDays

Number of calendar days that must have passed since the previous reminder — or since the matter was created when no reminder was sent yet — before a new reminder is due. Despite the name, weekend days are included in this count; weekends are skipped only as sending days, and only because SendReminderDays does not list them by default.

  • Allowed values: a number of days
  • Default: 3

# SendReminderTo

Recipients of the reminder e-mail. Separate multiple values with a comma. Leave empty to disable the reminders.

  • Allowed values: RTK/Owner, BTK/OwnerSub, Originator, CreatedBy, ModifiedBy
  • Default: empty

# SendReminderCC

E-mail addresses in cc on the reminder e-mails. Separate multiple addresses with a comma.

  • Default: empty

# EmailAddressFrom

Reply address used for the questionnaire e-mails.

  • Default: empty — the standard ContactManager sender address is used

# ReminderQuerySQLFilter

An additional filter on the matters to remind about, applied on top of the standard selection.

  • Default: empty

# StoreResultsInMatterCustomField

Copies an answer to a custom field on the matter.

  • Allowed values: the code of a matter custom field, or TRUE to store all custom-field answers
  • Default: empty — the feature is disabled

# AddQuestionnaireToHistory

Records each saved questionnaire in the matter's history.

  • Allowed values: true, false
  • Default: true

# URL Reference

URL What it does
https://<cm>/Questions.aspx/ReportMatters Excel overview (MattersQuestionnaire.xlsx) of all matters with a WWFT questionnaire and the answers given.
https://<cm>/Questions.aspx/ReportMatters/<date> Same overview, limited to matters opened on or after <date> (yyyy-MM-dd).
https://<cm>/Questions.aspx/PrintAsPdf/<matter code or ID>?type=WWFT PDF of the latest questionnaire of one matter, named after the matter code. type defaults to WWFT.
https://<cm>/Questions.aspx/ExportAllAsPdf?type=WWFT ZIP file with one PDF per matter that has a WWFT questionnaire.
https://<cm>/Questions.aspx/ExportAllAsPdf/<date>?type=WWFT Same export, limited to matters opened on or after <date> (yyyy-MM-dd).
https://<cm>/Questions.aspx/SendReminder/<matter ID>?type=WWFT Sends the reminder for one matter immediately.
Last Updated: 9/8/2026, 2:26:35 PM