Responders can access and save important assessment documents by viewing and downloading all attached files. The downloadable .zip file will contain all uploaded files, reference files, and the assessment questions and answers in a .xlsx file. Additionally, responders can download individual attached files.
Note: This feature is available for users who are answering and evaluating assessments.
This article covers the following topics:
- Navigating to Active Assessments
- Downloading All Files
- Downloading Reference Files
- Viewing The Excel File
Navigating to Active Assessments
1. Navigate to the Partners Module and click on the desired Partner space, as shown below.
Downloading All Files
From Active Assessments
2. In the Assessments Screen, navigate to the Active Assessments tab. Click on the 3 dots icon under the Actions column for the intended assessment and select Download All Files as shown below.
3. In the Export Assessment Report Window, confirm your export options and select Start Export to proceed as shown below.
4. You may optionally select which columns to include in the export by disabling the Export all Columns toggle and selecting the desired columns from the dropdown as shown below.
5. In the Active Downloads widget, you will receive progress updates regarding the download process.
Once the download is complete, the .zip file containing all the attached files will be downloaded, and the status in the Active Downloads widget will change to Completed to indicate a successful download.
Note: An email will also be sent to the user containing all files attached to the assessment.
From Answer Screen
If you are a Client Connect user responding to an assessment, you can download all files from within the Assessment Answering Screen.
1. Within the Assessment Answering Screen, click on the 3 dots and select Download All Files, as shown below.
2. Follow steps 3 and 4 from the From Active Assessments section above.
3. The Active Downloads widget will appear to give you progress updates regarding the download process.
Once the download is complete, the .zip file containing all the attached files will be downloaded, and the Active Downloads Widget will change to Completed to indicate a successful download.
From Answer Screen (Documents)
1. Within the Answer Screen, click on the Documents link as shown below.
2. In the Documents Window, click on the All Files tab and select the download icon as shown below.
Note: All the attached files will be downloaded as a single .zip file without the assessment .xlsx export.
From the Assessments Overview Page
Alternatively, you can navigate to the Assessment Overview Screen to view/download all Attached files and/or Reference files.
1. To view/download attached files, navigate to the Overview Screen and select the All Files tab. Select the Attached Files view. Once here, click on the file name to view the attached file in the file viewer.
2. Within the File Viewer, 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 below.
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 the screenshot below). However, you can access them by downloading the file(s) in order to view them in their native format.
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.
1. Within the Overview tab, click on the All Files tab, as shown below, and click the View dropdown to select Reference Files.
2. Click on the reference file name to download as shown below.
The Active Downloads widget will appear along with the status of the ongoing download at the bottom right of the screen.
Viewing The Excel File
In addition to all uploaded files and reference files, the Download All Files function also includes an Excel file containing information about the assessment. There are multiple tabs in this spreadsheet each containing specific information:
- Questions - Information about each of the questions within the assessment, including answers, clarifications, issues, and more.
- Summary - A general high-level overview of the assessment.
- Audit - A history of actions taken on the assessment including who took them and when they occurred.
Note: All actions captured in the Assessment History will be included in the Audit section of the exported file.