Sometimes you will find that a survey assigned to you will require attachments with additional information:
- Some responses will have the text “(Requires File Upload),” positioned to their right:
- If you select one of these responses, you will be required to upload a file and the following message will appear:
- Click the “VIEW NOTES AND ATTACHMENTS” button:
- 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:
- Click the “ATTACH A DOCUMENT” button to be presented with the Document Manager window.
- 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:
- 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.
- Click the “SAVE” button:
- You should now see an attached file:
- You may click the red trash can button to delete this document though you will be required to upload another file:
- You may now complete the survey as you would normally.
You can also upload files even when not required to do so:
- Click the “VIEW NOTES AND ATTACHMENTS” button:
- You will then be presented with a “Notes” box and an “ATTACH A DOCUMENT” button:
- Click the “ATTACH A DOCUMENT” button to be presented with the Document Manager window.
- 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:
- 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:
- Click the "SAVE" button:
- You should now see an attached file:
- You may now complete the survey as you would normally.
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