# Questionnaire settings

{% hint style="warning" %}
You can edit questionnaire settings at any time, however edits won't effect "sent" respones. 
{% endhint %}

## Survey Name

This is the name of the Survey, please do not add the name of the company to it or the time period, because the system does this automatically. (See [Automated Email Look & Feel](/questionnaires/creating-a-questionnaire/distributing-a-questionnaire.md#automated-email-look-and-feel))

## Survey Descripiton

This field is designed to help you understand why you used it, it is not seen by anyone other than the administrator. 

## Period Name

This field is the Period Name of the survey you want to send out. Generally this would just be 2024 for example. However you can use text in this if you like, for example Q1. 2024. But keep it short!

<figure><img src="/files/lQoQ8SixYwHqk2GF07ML" alt=""><figcaption><p>Settings Popup</p></figcaption></figure>

## Survey Pin

This is a 4 number pin, that should be changed from the default. The pin is included in the automated emails sent to the recipients.&#x20;

## Board Meeting Date

This field is purly cosmetic and can be changed at any time. It will appear on the final report document.

## Response Deadline

Adding a deadline date to the survey increases online completion, it is purely cosmetic though so you don’t need to reset anything if anyone goes over this date.

## Survey Preamble

The survey preamble appears on the first question of the questionnaire. It introduces the questionnaire.&#x20;

<figure><img src="/files/x9kYiyQ8U8xo88PKb1lo" alt=""><figcaption><p>Survey Preamble</p></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://manual.boardforms.com/questionnaires/creating-a-questionnaire/questionnaire-settings.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.