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Managing Attachments

Overview

Various documents may need to be attached to content and responses, including but not limited to pricing sheets, data sheets, and company information.

There are several ways attachments can be managed, and we support many document types such as Google Sheets and most other file types (including Photoshop, Illustrator or InDesign files). 

managing_attachments1.png

You can also create alerts with customized messages and set them to appear when attachments are added to responses within projects. Note that the alert 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.

See Attaching Documents to Q&A Pairs in the Library for information on attaching documents.

Select the applicable tab for your edition of Responsive.

  • Attaching Files to Content in the Content Library

    1. Click the Edit edit_icon.png icon next to your content; then click the Attach attach_icon.png icon at the bottom of the Answer Editor window.
    2. Navigate to the document you want to attach, then click Save.

    Pulling Updated Files from Google Drive

    Whenever a Google Drive file that is attached to a Q&A pair attachment in the Content Library gets updated, or a new version is uploaded in Google Drive, an indicator now appears next to it to let you know that a new or edited version is available.

    14.png

    Click the Google Drive icon, then click Update to apply the updated version.

    15.png

    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:

    1. Go to the Section List of your project.
    2. Click on a question within the section, then click the Attach attach_icon.png icon.
    3. Navigate to the document you want to attach, then click Save.

    Adding Alert Text for Attachments

    1. From Organization Settings, go to Project > Preferences and Scroll down to the Question Attachments Text option and click the Edit edit_icon.png icon.
    2. Enable the toggle, add your desired message, then click Submit. Note that the [filename] merge tag can be leveraged here to automatically update with the appropriate attached file.managing_attachments2.png

    See the Editing Individual Q&A Pairs in the Content Library Responsive Academy course for more information.

  • 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 Content in the Content Library

    1. Click the Edit edit_icon.png icon next to your content; then click the Attach attach_icon.png icon at the bottom of the Answer Editor window.
    2. Navigate to the document you want to attach, then click Save.

    Pulling Updated Files from Google Drive

    Whenever a Google Drive file that is attached to a Q&A pair attachment in the Content Library gets updated, or a new version is uploaded in Google Drive, an indicator now appears next to it to let you know that a new or edited version is available.

    14.png

    Click the Google Drive icon, then click Update to apply the updated version.

    15.png

    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:

    1. Go to the Section List of your project.
    2. Click on a question within the section, then click the Attach attach_icon.png icon.
    3. Navigate to the document you want to attach, then click Save.

    Adding Alert Text for Attachments

    1. From Organization Settings, go to Project > Preferences and Scroll down to the Question Attachments Text option and click the Edit edit_icon.png icon.
    2. Enable the toggle, add your desired message, then click Submit. Note that the [filename] merge tag can be leveraged here to automatically update with the appropriate attached file.managing_attachments2.png

    See the Editing Individual Q&A Pairs in the Content Library Responsive Academy course for more information.

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