Reference Documents are used to give context to a question or ask for an answer in a specific format. For example, please fill out and complete the table attached. This could be an Excel file as part of a Reference Document. Or please review the attached Policy Guidelines and let me know if you comply.
Users in Partner connect can add or remove reference documents while editing a questionnaire during its creation. For example, in case of a Financial audit, sample Terms of Reference can be attached as a reference document when requesting a financial report from the answering partner. This will serve as a guideline and enhance efficiency in responding.
Steps to Add Reference Documents
1. Navigate to Manage Questionnaires screen and click on the name of the Questionnaire as shown above. This will open the Questionnaire in Edit mode.
2. Navigate to the question for which you want to attach reference documents.
3. Click on the Reference files link and use the upload icon to attach one or more reference documents as shown above. There is also counter to show the number of files that have been added.
Note: You can only add reference documents to Questionnaires in Draft status.
Removing Reference Documents
Users can remove Reference Documents if they wish to.
To remove a reference document, click on the delete icon next to the file name as shown above. The selected file will be removed.