This article explains how to create a new document or link an existing one against a survey question. Sometimes, a survey response may require the responder to upload supporting documents like an Acceptable Use or Physical Security Policy. Ensure you answer the question and upload the required file; otherwise, you won't be able to submit the survey.
Option 1. Create New Document
1.1 From within a survey question, click ATTACH A DOCUMENT.
1.2 Click ADD A FILE.
1.3 Select the document from your system and click OPEN.
1.4 Click the "Document Name" FIELD and provide a name for your document.
1.3 Select the document from your system and click OPEN.
1.4 Click the "Document Name" FIELD and provide a name for your document.
1.5 Click the "Reference" FIELD to add a numerical identifier (optional).
1.6 Click the "Document Description" FIELD and log a brief summary of the file (optional).
1.7 Click SUBMIT to save.
1.8 A green success flag will populate.
1.9 Click the TRASH CAN to remove the document.
Option 2. Add Existing Document
2.1 From within a survey question, click ATTACH A DOCUMENT.
2.2 Click CHOOSE AN EXISTING DOCUMENT.
2.2 Click CHOOSE AN EXISTING DOCUMENT.
2.3 The available document records populate.
2.4 Click on the "Search" FIELD and begin typing the document name to filter results.
2.4 Click on the "Search" FIELD and begin typing the document name to filter results.
2.5 Click SELECT DOCUMENT on the appropriate file.
2.6 Click SUBMIT.
2.7 A green success flag will populate.
2.7 A green success flag will populate.
2.8 Click the TRASH CAN to remove the document.
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