---
title: Populate Questionnaire Using Launchpad
description: In order to use the full proposal functionality in RocketDocs, you will need to have access to the LaunchPad™ Add-in. Please contact your Customer Success…
---
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# Populate Questionnaire Using Launchpad
## In order to use the full proposal functionality in RocketDocs, you will need to have access to the LaunchPad™ Add-in. Please contact your Customer Success Manager for further details if you do not see the RocketDocs button in your Microsoft Word and Excel application toolbars, as discussed in step #3.
1\. Navigate to your project and click the AI icon next to the document that you would like to populate. Follow the prompts to make your selections and click Mark Questions.
Alternatively, you can skip this step and opt to mark questions directly in your Word based project document after opening it. Please find more information on this option under the questions tab below.
2\. Open the document using the Download button or the Word/Excel icon.
3\. Click on the RocketDocs icon in your Microsoft Word/Excel document toolbar.
4\. Log in when prompted.
---
Once in the Launchpad you have several tools for navigation as listed below.
#### **Login Page**
**+ New Question**
Highlight the text that you would like to mark as a question and click + New Question. This will add any questions that the system may have missed during the question identification process. Otherwise, click on the Questions tab and then on the first question on the list in the LaunchPad or in your document to begin working on your questionnaire.
---
#### 📋Pro Tip:
If you would like to add a question in an Excel spreadsheet and place the response placeholder in a location other than directly to the right or below the question, you can:
1. Click on question cell, hold control and also select the response location.
2. Click + New Question.
---
**Answer Style:**
Once you have added a question, you will have the ability to choose an Answer Style and click Add. This will be used to insert your plain text responses. Your responses stored as attachments will be inserted using the styles used in the Word document that they are stored in. If you do not select a style, the normal style of the document that you are working in will be used to insert plain text responses.
**Add Placeholder**
Placeholders are tags that can be inserted into a response to easily update frequently changing figures (number of employees, revenues, etc.) or for customization of your project document with attribute values that were filled in during the project creation process.
To add a placeholder, place cursor where you would like to insert your placeholder. Click Add Placeholder and click + next to the placeholder where you would like to add to your response. The placeholder will be replaced with a value upon refresh/save.
**Set Document Defaults**
Brings you to to Settings page.
**Logout**
Logs you out of the LaunchPad.
### **Questions Tab**
If you added questions in Step 1, once you click on the Questions tab, you will see a list of questions show up in your LaunchPad. You can use the list of questions in the LaunchPad or directly in your questionnaire, to open individual questions in the LaunchPad.
You can use the various filters at the top of the page to filter down to your desired subset of questions and the pagination at the bottom of the Launchpad to navigate between questions in the LaunchPad more quickly.
If you opted to skip Step 1, you can navigate to the Questions tab in the LaunchPad, highlight the question(s) that you would like to mark, and click Mark Questions.
### **Individual Question**
Once you click on the individual question in the LaunchPad Questions tab or directly in your document, you are ready to work on that question. You will have a variety of options.
**Suggest Response**
Will use nearest neighbor matching to propose responses. You will then be able to expand the individual responses and insert one of the responses, once you have identified the correct response.
**Search in Browser**
Will take your search out of the LaunchPad and into a separate web browser tab, opening the RocketDocs web application. From there you will be able to search, preview responses, and insert a response back into your document while maintaining the link to the content record.
**Assign to SME/Create Content:**
When no response can be found in your knowledgebase, you will have the opportunity to use the Assign/Create Content functionality to assign a question to a subject matter expert or another user. If your have administrative access, you will also have the option to publish content directly into the knowledgebase from here (for example if you know the response and would like to add it to the knowledgebase without putting it through the review process).
**Mark as Complete**
Select Mark as Complete once the response has been finalized. This allows you to keep track of how many questions remain in your document from the LaunchPad and in the RocketDocs platform.
**Customized**
Selecting Customized will enable you to track and report on customizations and will automatically lock the response to ensure that you customizations are never overridden within your project document.
**Suggest Edit**
The Suggest an Edit function will send an updated draft of the response to the content owner for consideration. You will be able to add a note explaining your suggested change. The content owner will be able to implement the suggested changes or choose to disregard them.
**Lock Response**
Lock Response is for responses that have been customized or otherwise edited, to prevent the response from being overridden by the original database response upon refresh.
**Unlink Library Content (in the gray 3 dot menu)**
If a question you are working on has been linked to response that you don’t think is appropriate, you can unlink the content record and try to find another response.
**Add Another Question (in the gray 3 dot menu)**
Can be used to add questions to the questionnaire that may have been missed during the question identification process.
**Delete Question (in the gray 3 dot menu)**
Will remove text that has been identified as a question from being identified as a question. This will also remove any responses associated with the question as well as the question placeholder. This will not delete the text that was previously identified as a question.
**Save**
Will save the question, response, and all the changes that you have made to it.
**Refresh**
Will refresh the question on which this is clicked. If the link exists (the response was not pasted in and was not locked), this response will be updated with the latest version of the response from your knowledgebase.
### **Search Tab**
**Search**
Allows you to highlight search text in your document or type in a search phrase and use elastic search to find a response.
### **InsertAI Tab**
**Suggest Response**
Suggest Response uses nearest neighbor matching to find the most applicable responses and display them in the LaunchPad in order of relevance.
**Generate Response**
You will also be able to ask RocketDocs to generate a response, if you have generative AI enabled. From there you will be able to accept or reject the generated response, edit the response or use the Assign/Create Content functionality to add the response to your knowledgebase for future use.
### **Insert Options**
**Copy**
Allows you to copy a response and paste it into your document or, elsewhere. Please note that responses pasted in, will not be able to be updated to reflect changes to the content record during the refresh process, because the link between the response and the content record will no longer exist when a response is paste in.
**Insert Draft**
Will insert the selected response but will not mark it complete for the purposes of project tracking. This will enable the user to continue to work on the response. You will be able to mark it complete when you are finished working on it.
**Insert as Completed**
Will insert a response and mark it as complete for the purposes of project tracking.
**Insert as Completed and Lock**
Allows you to insert a response that will be customized. Marking this selection will enable you to designate the questions as complete for the purposes of proposal tracking and will simultaneously break the link between your response and the content record to ensure that your customizations are never overridden by the database response.
### **Additional Navigation**
**Bulk Changes**
You can perform a variety of actions in the LaunchPad in bulk by selecting two or more sequentially marked questions. You will then be able to click the x next to each question to deselect individual questions, choose the action that you would like to perform from the drop down menu, and click Submit.
Actions currently available to perform in bulk include:
- Assign/Create Content
- Autofill
- Delete Questions
- Lock Questions
- Mark Completed
- Mark Questions
- Lock
- Mark Completed & Lock
- Unlink Responses
Next to every action will be a number of content records on which the action is able to be performed within the selected subset of questions.
**Upload Icon**
Click the upload icon to upload your project document to RocketDocs.
**Refresh Icon**
Click the refresh icon to pull in the most recent responses into your document for unlocked questions. Clicking this icon will refresh the entire document, but there is also a refresh button available on individual questions to refresh individual responses.
### **Settings**
You can navigate to Settings in the LaunchPad by clicking on the white 3 dot menu. In settings you will be able to:
- Change document title of the document that you are working in
- Select/change style being used for insertion of plain text responses
- Change/apply filters to select the subset of content you are using for the completion of the questionnaire or a portion of the questionnaire
- Select/change autofill confidence, the minimum score that will be required to to insert a response when auto filling
- Select/change which GenAI folders will be used for generating responses
- Customize/change a prompt for generative AI
- Separate the document that you are in from being included in the final submission package
- Unselect see marked questions. This will remove the yellow highlighting from the questions.
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