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Clone an evaluation as a document

Evaluations cannot be attached to activities to be sent on a recurring basis. Here is a way to achieve this.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated this week

Create a custom document

  1. Follow these steps to start creating your document.

  2. From your document, click where you want to add the assessment and select “Modules” from the right-hand menu.

  3. Open the menu and click on the assessment you want to add.


  4. Optional: Add the desired elements to your document.

    • ⚠️ The assessment cannot be modified. However, elements can be added to your document.

  5. Once you are finished, click on save + next.

  6. The document will be available in the document-type interventions and can be sent from the activities.


Additional information

The previous method allows you to start from a document to save time.

However, as all assessments have been designed using Hexfit, you may want to recreate the document from scratch to modify it according to your specific needs.

  • To learn more about inserting formulas into a document, click here.

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