When your partner sends you an assessment to answer, you can submit your responses through an editable PDF or Excel. This process involves exporting and re-importing the assessment from the platform allowing users to respond offline.

This article covers the following topics: 

• Navigating to Active Assessments
  • From Partner Space
  • From Email
• Export Assessment
• Answer and Import Offline Assessment Answers
  • Adding Offline Answers
  • Importing Offline Answers
• Offline Answering Notes/Tips

Navigating to Active Assessments

From Partner Space

1. Navigate to the Partner Space and click on the Assessments tab.

2. Click on Active Assessments and click on the received assessment as shown above.

From Email 

Alternatively, you can navigate to the assessment from the email by clicking on the Get Started button.

Export Assessment

1. Click on the 3 dots on the top right of the assessment as shown above. For full details on exporting assessment, please see our help article: 

Export an Assessment

Answer and Import Offline Assessment Answers

Adding Offline Answers

1. Once the download is complete, users can add in their answers offline through PDF. 

2. Alternatively, if you have selected the Excel option, you will add your answers in the Answers column as shown above. 

Importing Offline Answers

3. Save PDF or Excel file with your changes/answers added. Then, navigate back to the platform to import the assessment by clicking the 3 dots as shown above and select Import.

4. Alternatively, you can import your file from the Active Assessments Screen by clicking the 3 dots under the assessment's Action column as shown above. 

5. At step 1 of the import process, click the Import from a file  link as shown above. 

6. Step 2 of importing your file will also have links above to download the template either as .pdf or .xls if you had not already. Click + File  to upload your saved file.

7. Once your file is uploaded, click Next  to proceed. You also have the option to remove the added file as shown above. 

8. If no errors were found during the review process of importing, a success message will appear as shown above. Click on the Import button to begin the import process.

6. Once the import has started, click on the Close button to return to the Active Assessment. Alternatively, users have the option to copy and view the import log by clicking inside the URL box as shown above.

7. When opening the import log, you will find an Error and Warning Summary section as shown above, that will list the questions that had import errors.