Managing and understanding the data behind your documents, versions, and interactivity doesn’t need to be complicated. With a few simple best practices, you can keep your content organised and make it much quicker to find the insights you need.
Organise your documents
Assign each document to a relevant Folder and consider adding Tag(s) to help keep your account organised.
A well-organised folder structure simplifies the process of locating your documents.
Use clear document names
Choose straightforward, descriptive names for your documents. This will make them quicker to locate when searching by keyword on your homepage.
Name versions clearly
Give each document version a clear, concise name to improve document management and version control, and make it easier to identify in search results.
Rename pages within versions
While it may take some time (especially with larger documents), renaming the pages of your version within the Document Builder is worth the effort. 
Label interactive modules
Naming the interactive modules in your version will make the analytics easier to interpret and provide more accurate insights.
Edit the Title of a piece of interactivity in the module Settings to something more meaningful such as 'Contact HR or' ‘Onboarding Survey’.
Capturing data using a security rule
Every document must be protected with a security rule. The level of security can vary depending on your needs, but if you want to track who has accessed your document, make sure you choose a rule that captures an email address.
- Email Capture - The most basic (and least reliable) option. It only requires users to enter an email address in the correct format, without verifying accuracy.
- Reader Login - A stronger option that verifies the reader and ensures the captured email address is correct and valid.
- SSO (Single Sign-On) - The most secure option, which automatically uses the reader’s email address from your organisation’s SSO.
- Employee Number - Whilst it doesn't capture an email address, this rule records an employee number (or another unique identifier) entered by the reader.
