Attaching documents to surveys.

Sometimes you will find that a survey assigned to you will require attachments with additional information:

1. Some responses will have the text “(Requires File Upload),” positioned to their right:

   

2. If you select one of these responses, you will be required to upload a file and the following message will appear:

    

3. Click the “VIEW NOTES AND ATTACHMENTS” button:

   

4. You will then be presented with a “Notes” box, an “ATTACH A DOCUMENT” button, and a blue box that describes the type of document required:

   

5. Click the “ATTACH A DOCUMENT” button to be presented with the Document Manager window.
6. Click the “ADD A FILE” button to select a file stored on your computer or you can drag a file into the “SELECT FILE” box:

   

7. Alternatively, click the “Choose an existing document” tab to select an already uploaded document and click the “SELECT DOCUMENT” button next to the existing document you would like to attach.

   

8. Click the “SAVE” button:

   

9. You should now see an attached file:

   

10. You may click the red trash can button to delete this document though you will be required to upload another file:

    

11. You may now complete the survey as you would normally.

You can also upload files even when not required to do so:

1. Click the “VIEW NOTES AND ATTACHMENTS” button:

   

2. You will then be presented with a “Notes” box and an “ATTACH A DOCUMENT” button:

   

3. Click the “ATTACH A DOCUMENT” button to be presented with the Document Manager window.
4. Click the “ADD A FILE” button to select a file stored on your computer or you can drag a file into the “SELECT FILE” box:

   

5. Alternatively, click the “Choose an existing document” tab to select an already uploaded document and click the “SELECT DOCUMENT” button next to the existing document you would like to attach:

   

6. Click the "SAVE" button:

    

7. You should now see an attached file:

   

8. You may now complete the survey as you would normally.