At Parallel you can find different types of fields to create and adapt your parallels to what you need.
We have created this brief guide to describing each of the fields you can include in a parallel, together with an image of how to add them and how the recipients will see them when they receive your parallels. Let's get started!
🔵 Text block
Text blocks helps you and your recipients distinguish between the different sections and subsections of the parallel.
You can add a block text with title, to start a section and the text you need. These text blocks can be useful to include paragraphs or long texts with relevant information, such as contract clauses or more extensive explanations.
As you can see, you can allow comments in these fields to allow certain text or clauses of the parallel to be negotiable.
In addition, you can include page breaks in a text block to create a completely new section and make it easier to structure the information.
Once added and configurate the text block will look like the following image:
🟡 Short replies
As the name suggests, the short replies field is useful for questions with specific answers that will be short and concise.
You can add a format in the Field settings to ensure a format in the replies. That is, if it is an email, Social security number, bank account number... only answers that comply with the selected format will be accepted.
Once added the field will look like the following image:
🟠 Long replies
The long replies field is intended for those questions where you need a longer answer from the recipients and require more than one line. Such as descriptions, addresses, etc.
By using this field, recipients will have a larger space where they can develop their answers and include several lines if needed.
🟢 Documents and files
This field allows recipients to attach any documents and files you need, such as copies of ID cards, contracts, photos or any other type of document or file.
This will allow uploading or drag and drop the documents and files you need.
In addition, if you activate the option "Attach files to PDF", the pdf documents or images uploaded to that field will be automatically attached to the final document.
🟣 Multiple choice
The options field allows you to choose between one or more options. It also allows you to set the number of answers, either an exact number, a range or an unlimited number.
The recipient will see a list of possible answers and will be able to choose from them.
Often, this field is used with conditions that display the corresponding question depending on what has been answered. If you want to know more, this article explains how they work.
🟣 Select
Select fields also allow you to enter a list of options, but as its name suggests, in the form of a drop-down. Generally, we recommend using this field when you have a listing with more than 5-6 options.
Once added the select will look like the following image:
📅 Date
Date field ensures that a date-formatted response is entered.
Once added the date field will look like the following image:
📞 Phone number
The phone number field ensures that a response is entered with the appropriate telephone number format for each country.
Once added the phone number field will look like the following image:
🔢 Numbers
Number field only allows you to answer with numbers. It can be used whenever a numerical quantity is needed, e.g. prices, percentages, etc.
In the field settings, you can adjust the amount by setting the number of decimal allowed, limiting a range of values or adding a symbol to accompany the answer (%,€, $, etc.).
Once added the phone number field will look like the following image:
📑 Tax documents
The Tax Documents field allows you to quickly obtain documents downloaded directly from the AEAT (Spanish Tax Agency), ensuring their veracity.
This field works through an integration with third parties, which, by entering only the name and ID of the person, accesses the AEAT to collect the documents you need.
Once added the phone number field will look like the following image:
🟣 Conditional select
With Conditional select, you can answer different dropdowns that adapt their options according to the previous answer.
For example, if the dropdown menus are a list of States and cities, when selecting Arizona, only the cities corresponding to that state will be shown.
To configure this field, select the Field settings, and create an Excel file with the answers you need. You will find an example of the Excel you need to upload in this field.
The Excel table must follow the following format:
First row: The values will be used as the title of the options.
Columns: The left column is the first option that the recipient will have to choose. It is also used to group the values from the right column. To import the options correctly, the value in the left column must be repeated for each nested option in the right column. To create more levels of nested options, add as many columns as you need.
Once the file is imported, the field will look like the following image:
