Viewing and Downloading All Files attached to an Assessment

  • Updated

This feature allows you to download and review all the attached files, reference files as well as the assessment itself. 

This article covers the following topics:

Navigating to Active Assessments

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1. Navigate to the Partners module and click on the desired Partner space as shown above.

Downloading All Files 

From Active Assessments

2022_07_08_Upd_Shortened_Viewing_and_Downloading_ALL_Files_attached_to_an_Assessment.png1. Click on the 3 dots and select Download All Files as shown above.

2. The Active Downloads widget will appear along with the status of the ongoing download.

Note: All the attached files, reference files, and the assessment will be downloaded as a single zip file.

From Answer Screen

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If you are a Client connect user responding to an Assessment, you can access this feature from within the Answer screen as shown above

1. Within the Answer screen, click on the 3 dots and select Download All Files as shown above.

2. The Active Downloads widget will appear along with the status of the ongoing download.

Note: All the attached files, reference files, and the assessment will be downloaded as a single zip file.

From the Assessment Overview Page

Alternatively, you can also view/download all the Assessment related files from the Assessment Overview page.

1. From the Assessment Edit/Answer screen, click on the 3 dots and select Go to Overview as shown above. This will take you to the Assessment Overview page.

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2. Within the Assessment Overview page, click on the All Files link as shown above. This will take you to the listing page where you can view/download all the Attached files as well as Reference files.

View and Download Attached Files

You have the ability to view and download all the files that were attached when answering the Assessment.

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3. To view or download the Attached files, click on the Attached Files tab as shown above.

4. Click on the file name to view the attached file in the file viewer.

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5. Within the File Viewer, you will be able to view files using the in-app viewer. For all the MS Office documents, you can view your document in the viewer as seen above.

6. You can download the individual file or download all the attached files associated with an Assessment. To download the attached file, click on the Download icon, next to the file name as shown above.

Note: For all the Non-MS Office files, you will not be able to view the attached file in our in-app viewer (Refer to screenshot below) However, you can access them by downloading the file(s) in order to view them in their native format.

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Downloading Reference Files

You have the option to download the reference files attached to an assessment. Reference Files are used to give context to a question or ask for an answer in a specific format. 

Note: When you click on the reference files, they will automatically start to download

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1. Click on the All Files tab as shown above and click the View dropdown to select Reference Files.

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2. Click on the reference file name to download.

3. The Active Downloads widget will appear along with the status of the ongoing download at the bottom right of the screen.