Uploading Documents to Assessments

When answering an assessment, responders may be required to attach a file to a question or to the assessment itself. You can attach required or optional documents at a question level or assessment level. This article covers the multiple options for attaching files in an assessment.

This article covers the following topics:

Viewing and Managing Documents

The Documents Window gives users the ability to view and manage all the documents that have been attached to the assessment. Users can view, edit, and delete attachments from this window. 

1. From the assessment Answer Screen, click Documents to open the Documents Window as shown below.

DocumentsOverview.png

Requests

The Requests Tab lists all questions with document requests within the assessment. This tab shows the files currently attached to each request along with an option to upload a file.

1. To fulfill a document request, click on the Upload icon corresponding to the request. This will open the upload window where you can upload files or select files from the File Library. Please reference the Upload Files section below for further instructions on this workflow.

UploadFiles.png

Question Attachments

The Question Attachments Tab shows all files attached to the question level. Users have the ability to view the source question, view files, and remove files from this tab.

1. Click the File Name to view an attached file in the file viewer. You can also delete files from a question by selecting the Delete icon as shown below.

QuestionAttachments.png

Attaching Files from the Answer Screen

Once in the Answer Screen, users may also upload question-level documents.

1. Click Attach File for the question you intend to attach documents to as shown below.

AttachFile.png

Assessment Attachments

Users can attach files at the assessment level instead of attaching to a specific question. Files attached to an assessment are not associated with a particular question and can be downloaded along with question-level attachments. Users have the option to choose whether files attached to assessments can be shared with assessment evaluators or if the attached files should remain internal. 

Please Note: Assessment-level attachments are included with the Download All Files option. Please see our full help article for more information on this workflow:

Viewing and Downloading all Files Attached to an Assessment

1. To upload assessment-level attachments, select +Assessment Attachment as shown below.

Assessment Attachment.png

2. This will open the upload window where you can upload files or select files from the File Library. Please reference the Upload Files section above for further instructions on this workflow.

Please Note: Currently, only PDF and .docx files are supported for assessment attachments.

3. Once attached successfully, you can view the uploaded file(s) in the Assessment Attachment Tab. To share access to assessment attachments with assessment evaluators, select the Share toggle switch. You can also delete files from an assessment by selecting the Delete icon as shown below.

ShareandDelete.png

All Files

The All Files Tab gives an overview of all attached files grouped by assessment or question level.

1. Click Close to go back to the Answer Screen as shown below.

CloseDocumentsModal.png

Please Note: The Share functionality is available for assessment-level attachments only.

Viewing Files

You have the ability to view all files attached to an assessment in the file viewer from the Documents Window.

1. Click the View all Files icon to open the file viewer as shown below.

ViewAllFiles.png

2. All attached files can be viewed and downloaded from the file viewer.

DownloadallFiles.png

Please Note: Click here to learn more about the file types supported in the file viewer.

Downloading Files

You can also download the attached files using the Download icon located on the top right of the Documents Window.

DownloadIcon.png

Please Note: This action will download a .zip file asynchronously of all attachments similar to the Download all Files feature but will not include an assessment export. Please see our full help article for more information on this workflow:

Viewing and Downloading all Files Attached to an Assessment

Upload Files

1. You can attach files by dragging & dropping them in the box or by clicking on Browse. 

UploadFilesModal.png

2. Files will be processed as soon as a file is dragged or selected via the browse functionality. Once processed, the file will show as 'Attached' on the right-hand side of the window.

UploadProcessed.png

3. Alternatively from the Select From File Library Tab, you can select any previously uploaded files that are stored in the file library bank. 

SelectFromLibrary.png

4. Click the corresponding checkbox(s) to attach files from the File Library or press the View File icon to preview the file. Once done, click Close as shown below.

Attach&View.png

Duplicate Files

If the file you uploaded is already present in the file library bank, it will be shown as 'Duplicate'. You have the option to fix duplicates by either renaming the uploaded file or using the already present file. 

1. To fix a duplicate, click the Click to fix the link as shown below.

ClicktoFix.png

2. You will be presented with an option either to use the already existing file or rename the duplicate file. The system will suggest a new file name or you can edit the text as required.

Use&Rename.png

Invalid Format

1. If an uploaded file is in an unsupported format, you will see the file shown as 'Invalid Format' as opposed to 'Attached'. Select the Click Here link below the drag & drop box to view the currently supported file types for question upload as shown below.

InvalidFormat.png

Please Note: Uploaded files in an invalid format will not be attached to the question.

Please see our full help article to learn more about the file types supported for upload, here.