Question List Overview
Last updated: 15th January 2023
This support article explains the basics of searching and filtering the Question List in Pearler's RFP Automation software.
Search and Filter the Question List
Navigate to the question list by opening a Project Questionnaire.
To search for specific questions, simply click in the Search by question or reference field at the top of the questions list and type any keywords. Any questions that don’t contain the keywords will be temporarily removed from the list, leaving only relevant results.
To filter questions, click the filter icon in the right side of the Search by question or reference field and select any of the relevant filters from the Status, Compliance, Assignee or Other sections. You can select multiple filters at once, as well as combining them with keyword searches.
Looking for more help using Pearler? No problem. Here are some other guides to help you get to know your way around all our great features.
How to get started with our Enterprise API
This support guide explains how to set up access to the Enterprise APIs. Our APIs allow our customers to access their data for in depth analysis in their existing tools.
Import Questions from a Spreadsheet
This article explains how to import questions into your project from a spreadsheet and classify the information for your questionnaires.
User Dashboard Overview
The user dashboard provides a central location for important information that's relevant to you, including projects that you’re a part of, comments or question assignments, and your general activity within the system.