Create a Recurring DDQ Template
Turn a completed DDQ into a reusable template so recurring, data-heavy questions stay current every reporting period — without retyping a single table.
✓ Jump from a saved Vault document straight to DDQ Templates
✓ See how Orrigo flags recurring data tables as Data Questions
✓ Set the reporting period and product, then Reanalyze or Preview
Onboard a completed DDQ to your Vault, then open it as a DDQ template. Want to convert an existing RFP? Go to Vault - Documents → Questionnaire, and select Classify to pick up where you left off. Once you're done classifying, select Save to DDQ Template.
🔍 Zoom
🔍 Zoom
Heads up — You must unpublish the template before you can edit it — once unpublished, select Fix Manually to make your changes, then republish when you're done.
1234Click any numbered pin on the screenshot — or any card below — to explore that feature
Heads up — You can't preview your answer unless you upload your quarterly data file.
Reporting Quarter & Product
ImportantSelect the correct product to map to the DDQ Template. The list of products comes from your quarterly data file.
Data Questions Toggle
Filter your document to just the data questions or untoggle to also include narrative questions.
Data or Narrative Questions
Each question is labeled as a data or narrative response; click the chevron to change the question type. If a question tagged as data can't actually be answered from your quarterly data file, change it to narrative.
Reanalyze & Preview
Reanalyze a single data question to re-map it to your latest data file, or click preview to run the query in advance of publishing. Once the answer is generated, the Previewed status appears below the response.
Click the ⋯ menu in the top right of a DDQ template to rename it, fix it manually, import a similar standard template, or reset it to its original state.
1234Click any numbered pin on the screenshot — or any card below — to explore that feature
Rename
Give the template a clearer name, such as the strategy and reporting cadence it covers.
Fix Manually
Opens the template for hands-on edits. It's hidden until you unpublish the template — see Fix Manually below.
Import Plan
Import the DDQ mapping from a similar standard template instead of building the question mapping from scratch.
Reset Template
Discard your changes and return the template to its original state.
You must unpublish the template before you can edit the original classification — once unpublished, select Fix Manually to make your changes, then republish the new classification. Left click on your classified questionnaire to open the editing menu. Microsoft Word is currently the only supported template format.
12Click any numbered pin on the screenshot — or any card below — to explore that feature
Formatting Your DDQ Template
Select paragraphs and left click to open the editing menu. Mark All tags them at once as a Section Heading, Question, or Answer, matching Orrigo's color coding. Clear removes tags so you can start over.
DDQ Tools
Work in bulk or one pair at a time. Convert to Q&A turns selected rows, all rows, or a full table into question-and-answer pairs Orrigo can map to your DDQ template. You can also tag or clear an entire table as an Answer, edit a single Q&A pair, or add and remove 2-column Q&A pairs directly in the document.