Attaching/uploading documents with surveys.

Certain answers to survey questions, when selected, require that you upload a document.  These documents can be uploaded either as you're filling out a survey or in advance:

1. Survey answers that are tagged with “(Requires File Upload)” will prevent you from submitting the survey if you select them without attaching a file:

   

2. When you select one of these survey answers, you will see a blue box with text prompting you to upload a file. Click the “VIEW NOTES AND ATTACHMENTS” button:

   

3. Click the “ATTACH A DOCUMENT” button:

   

4. You will now be able to upload a new file or select an existing file from the system.  To upload a new file, click the “ADD A FILE” button to select a file from your computer:

   

5. The file you selected will appear under the text “SELECT FILE”:

   

6. Add additional information and click the “SAVE” button:

   

7. To choose an already uploaded file, select the “Choose an existing document” tab:

   

8. Click the “SELECT DOCUMENT” button next to the file you would like to attach:

   

9. In either case, the document you selected will appear in the “Documents” space and you can now click the “SAVE & REVIEW ANSWERS” button:

   

Any new documents uploaded during this process will be saved by the portal for future use.