Managing project documents

Overview

You can see all the documents and folders used in a project, and preview and download them, from the Project Documents page.

Select the applicable tab for your edition of Responsive.

• Viewing project documents

  1. From the Projects page, hover over the left navigation menu and select Documents.
     
  2. Do one of the following:
     
     • Click Download to download the file or folder (not available for empty folders).
     • Click Preview to preview the file (not available for folders).
     • Click the file to see details about it in the right-hand pane.
     • Click a folder to see the documents it contains.

  Working with Section Import files

  Section import files are documents that were imported and mapped into the project. They cannot be included in any folders. Click the three-dot Menu associated with the document to perform the following:

  • Copy the file to the Content Library
  • View the import configuration of the file
  • View the properties of the file
  • Delete the file

  You can perform the same operation on multiple files. Click the checkboxes for the files to display the Bulk Options menu and then click Copy File(s) to Library, Download or Delete.

  

  Adding attachments

  To add an attachment, click + Add Files and upload the file from your hard drive, Content Library or cloud storage application. Click the three-dot Menu to perform the following:

  • Copy it to the Content Library
  • Move it into a folder
  • Rename the file
  • Edit it in the appropriate application (Word, Excel or PowerPoint)
  • Replace it with a different file
  • View its properties
  • Delete it
    Note: This operation cannot be undone, and will remove the file from any questions or sections where it has been used.

  You can perform the same operation on multiple files. Click the checkboxes for the files to display the Bulk Options menu, and then click Copy Files to Library, Download, Delete and Move to.

  

  Adding folders

  You can create folders to organize your attachments. Any attachments you move to a folder will be exported in that folder rather than having all attachments in one folder. You can use multiple folders, but you cannot have folders inside folders (nested folders). Any attachments you do not move to a folder will be exported into a generic folder.

  To add a folder, select + Add Folders. Enter a name for the folder, and then click Create.

  Click the three-dot Menu to perform the following:

  • Copy the attachments in the folder to the Content Library
  • Rename the folder
  • Delete the folder. You can also specify if you want to delete the files in it

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

  Viewing project documents

  1. From the Projects page, hover over the left navigation menu and select Documents.
     
  2. Do one of the following:
     
     • Click Download to download the file or folder (not available for empty folders).
     • Click Preview to preview the file (not available for folders).
     • Click the file to see details about it in the right-hand pane.
     • Click a folder to see the documents it contains.

  Working with Section Import files

  Section import files are documents that were imported and mapped into the project. They cannot be included in any folders. Click the three-dot Menu associated with the document to perform the following:

  • Copy the file to the Content Library
  • View the import configuration of the file
  • View the properties of the file
  • Delete the file

  You can perform the same operation on multiple files. Click the checkboxes for the files to display the Bulk Options menu and then click Copy Files to Library, Download or Delete.

  

  Adding attachments

  To add an attachment, click + Add Files and upload the file from your hard drive, Content Library or cloud storage application. Click the three-dot Menu to perform the following:

  • Copy it to the Content Library
  • Move it into a folder
  • Rename the file
  • Edit it in the appropriate application (Word, Excel or PowerPoint)
  • Replace it with a different file
  • View its properties
  • Delete it
    Note: This operation cannot be undone, and will remove the file from any questions or sections where it has been used.

  You can perform the same operation on multiple files. Click the checkboxes for the files to display the Bulk Options menu, and then click Copy Files to Library, Download, Delete and Move to.

  

  Adding folders

  You can create folders to organize your attachments. Any attachments you move to a folder will be exported in that folder rather than having all attachments in one folder. You can use multiple folders, but you cannot have folders inside folders (nested folders). Any attachments you do not move to a folder will be exported into a generic folder.

  To add a folder, select + Add Folders. Enter a name for the folder, and then click Create.

  Click the three-dot Menu to perform the following:

  • Copy the attachments in the folder to the Content Library
  • Rename the folder
  • Delete the folder. You can also specify if you want to delete the files in it