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Managing attachments in the Content Library

Overview

The ability to reference another attachment when answering questions can be very helpful. You can attach various documents, such as pricing sheets, data sheets and company information, to Q&A Pairs and Section templates in the Content Library. When a project is completed, any uploaded documents are exported into the zip file.

  • 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).
  • You can also create alerts with customized messages and set them to appear any time attachments are added to responses within projects.

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

Select the applicable tab for your edition of Responsive.

  • Attaching files to Q&A Pairs or Section templates in the Content Library

    1. Click Edit on the desired Q&A pair or section.
    2. Click Attach Files and navigate to the document you want to attach. You can drag and drop a document from your computer, or select a repository and navigate to the file you want to attach.

      • If you click Document Library, the List View is displayed by default.
        Note: The Retain Document Library Link toggle is enabled by default. This means that whenever the original files are updated in the Content Library, the updates will take effect anywhere that file is attached. If you turn off the toggle, the attached files will not be updated when the original files are changed.
      • You can click Thumbnail View to see the files with their thumbnails.
    3. Click Save.

    Pulling updated files from Google Drive

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

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

    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 the project you want to attach files to.
    2. Click on a question within the section, then click the Attach Files attach_icon.png icon.
    3. Navigate to the document you want to attach, then click Save.

    Adding attachment alert text

    You can add customized messages that appear anytime attachments are added to responses within projects.
    Note: 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.

    1. Go to Organization Settings > Response Projects > Preferences, expand the Others section, and turn the Question Attachment Text toggle on.
    2. Click Configure and add your message. Note that the [filename] merge tag can be leveraged here to automatically update with the appropriate attached file.
    3. Click Save.

  • 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 Q&A Pairs or Section templates in the Content Library

    1. Click Edit on the desired Q&A pair or section.
    2. Click Attach Files and navigate to the document you want to attach. You can drag and drop a document from your computer, or select a repository and navigate to the file you want to attach.

      • If you click Document Library, the List View is displayed by default.
        Note: The Retain Document Library Link toggle is enabled by default. This means that whenever the original files are updated in the Content Library, the updates will take effect anywhere that file is attached. If you turn off the toggle, the attached files will not be updated when the original files are changed.
      • You can click Thumbnail View to see the files with their thumbnails.
    3. Click Save.

    Pulling updated files from Google Drive

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

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

    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 the project you want to attach files to.
    2. Click on a question within the section, then click the Attach Files attach_icon.png icon.
    3. Navigate to the document you want to attach, then click Save.

    Adding attachment alert text

    You can add customized messages that appear anytime attachments are added to responses within projects.
    Note: 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.

    1. Go to Organization Settings > Response Projects > Preferences, expand the Others section, and turn the Question Attachment Text toggle on.
    2. Click Configure and add your message. Note that the [filename] merge tag can be leveraged here to automatically update with the appropriate attached file.
    3. Click Save.

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