Users can upload files to partners, business units, assessments, and more. Users can upload up to 20 files at a time. This guide will demonstrate the process of either uploading new files or attaching files from the File Library.
However, if you are looking to upload documents to assessments as a responder, please see our full help article here:
This article covers the following topics:
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In the Add Files window, Upload Files Screen, drag and drop a file into the specified area, or click the Choose Files button to select a file.
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Once a file is selected, it will appear on the right side under Files. When the upload has been completed, it will say Attached as shown below.
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You can remove an uploaded file during this process by hovering over the file name and clicking the Trash
icon as in the example below.
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To save the attached files, click the Close button.
To learn more about the types of files you can upload, please reference this article:
When uploading a file, the name must be unique and cannot match a file name that already exists in the File Library. If you upload a file with a duplicate name, you will receive the warning that it is a Duplicate, as seen in the image below. You can click the Click to fix link to resolve the issue.
In the File Already Exists window, you have two options to resolve the duplication issue.
The first option is to use the file with the matching name that already exists in the File Library. To do this, click the Use This File button. This will cancel the file upload and use the existing file.
Alternatively, you can enter a new name into the textbox and click the Rename button. This will upload the new file with the new name so it doesn't match the existing file.