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Adding Files to Content

Overview

Various documents may need to be attached to responses, including but not limited to pricing sheets, data sheets, and company information. There are several ways attachments can be managed within Responsive.

Select the applicable tab for your edition of Responsive.

  • Attaching Files to Questions/Sections in the Content Library

    To attach files directly to a Q&A pair/Sections in the Content Library, follow the steps below:

    1. Click Content Library from the App Launcher menu.
    2. Locate the desired Q&A pair/Section and click the Edit image-1.png icon on the top right of the card.



    3. Click Attach Files
      .

    4. Select the file from your computer, document library or cloud storage.



    5. Click Save.

    Attaching Files to Questions in Projects

    Note: If you attach a file from the Content Library and that file is updated while the project is active, the attachment will not automatically be updated.

    To attach files directly to a response in a project, follow the steps below:

    1. Click App Launcher and then click Projects.
    2. Select a project; then go to the Section list and select a section.
    3. Click on a question under the section, then click the Attach Files image-8.png icon.



    4. Select the file from either your computer, the Document Library, Project Docs (documents added to other responses in a project), or cloud storage. The file appears below the Response box along with a notification dot indicating the number of files attached on the Attach Files image-8.png icon.

    Adding Question Attachment Alert Text

    A customized message can be added to appear anytime when attachments are added to a response within a project.

    Note: The text will not appear if a Q&A pair with an attachment is applied via the Recommendation Engine. The attachment must be added directly to the response within a project.

    1. Click your avatar in the top right on the header and select Org Settings.
    2. Under Project, select Preferences. Scroll down to the Question Attachments Text option and click Edit.


    3. Enable the toggle, add your desired message, then click SUBMIT.


    Note: The [filename] merge tag can be leveraged here to automatically update with the appropriate attached file.

    Check out the Responsive Academy course "Editing Individual Q&A Pairs in the Content Library" to keep learning!

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Attaching Files to Questions in the Content Library

    1. To attach files directly to a Q&A pair/Sections in the Content Library, follow the steps below:

      1. Click Content Library from the App Launcher menu.
      2. Locate the desired Q&A pair/Section and click the Edit image-1.png icon on the top right of the card.



      3. Click Attach Files
        .

      4. Select the file from your computer, document library or cloud storage.



      5. Click Save.

      Attaching Files to Questions in Projects

      Note: If you attach a file from the Content Library and that file is updated while the project is active, the attachment will not automatically be updated.

      To attach files directly to a response in a project, follow the steps below:

      1. Click App Launcher and then click Projects.
      2. Select a project; then go to the Section list and select a section.
      3. Click on a question under the section, then click the Attach Files image-8.png icon.



      4. Select the file from either your computer, the Document Library, Project Docs (documents added to other responses in a project), or cloud storage. The file appears below the Response box along with a notification dot indicating the number of files attached on the Attach Files image-8.png icon.

      Adding Question Attachment Alert Text

      A customized message can be added to appear anytime when attachments are added to a response within a project.

      Note: The text will not appear if a Q&A pair with an attachment is applied via the Recommendation Engine. The attachment must be added directly to the response within a project.

      1. Click your avatar in the top right on the header and select Org Settings.
      2. Under Project, select Preferences. Scroll down to the Question Attachments Text option and click Edit.


      3. Enable the toggle, add your desired message, then click SUBMIT.


    Note: The [filename] merge tag can be leveraged here to automatically update with the appropriate attached file.

    Check out the Responsive Academy course "Editing Individual Q&A Pairs in the Content Library" to keep learning!

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