For the complete documentation index, see llms.txt. This page is also available as Markdown.

1. Upload the project files

On Set up your open-end project:

  1. Under Questionnaire, upload the .docx questionnaire.

  2. Under Responses, upload the .xlsx or .xls respondent file.

  3. If useful, expand Research objective and describe what the study is trying to learn.

  4. If you have a known entity list, upload it under Entities.

  5. Wait for each file to show Ready.

  6. Select Select questions.

Metaforms converts and parses the questionnaire automatically. Use Replace if you need to upload a different file.

Note: The questionnaire is enough to begin reviewing questions, but a response file is required before you can complete column mapping.

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