Updating Source Files

You can update the initial questionnaire file with a new questionnaire file without losing its progress if the RFP issuer sends a new version of the initial questionnaire. Any new update (addition, deletion, or modification of questions) to the initial questionnaire file will be reflected in the project without the loss of any data already entered by the user.

This feature is document specific and is also available for projects with multiple source files.

Note: If the response is changed in the source file and then re-uploaded, the application will duplicate the response.

Updating Source Files

1. From the project’s section window, click Menu and select View Import Configuration. The source document configuration window appears.
2. From the source document configuration window, click the icon and select Update Source File. A warning message appears as shown below:
   
3. Click Proceed. The Update Source File pop-up appears.
   
4. Click Upload from local drive to browse and upload the updated source file. Alternatively, you can click on the file and drag it to the pop-up window to upload the file.

Note: 

• The initial source file and the new source file being uploaded should be of the same format. 
• MS Excel and Word files are supported.
• If the initial source file is translated, then the option to update the source file will not be available.
• If the initial source file is being used in Requirement Analysis, then the option to update the source file will not be available.
  

5. Once the file is uploaded, the Result Summary pop-up will be displayed. Files will be compared. 
6. Next, a pop-up as shown below appears requesting confirmation on carrying over the file configurations.

7. Select Yes to copy the configurations from the initial questionnaire file to the newly uploaded file.

Note: 

• Once you choose to copy the configurations, it cannot be reversed.
• Updating the source file resets the status of updated questions to “Not Answered” and status of the updated sections to “In Progress”.

8. The configurations will be copied and the results will be displayed as shown below:
   
   

Note: 

• The count of questions added/deleted and sections added/deleted will be displayed separately.
• All questions along with its responses will be carried over to the new file. 
• Sections/Questions deleted (if any) in this process, would be available under the project's Deleted Sections.
• Once the source file is updated. An email notification will be sent to the team members, authors, and reviewers to intimate them about the changes made.

9. You can view the sections by clicking View Sections.

Note: If the file uploaded is same as the initial questionnaire file, a pop-up as shown below appears:

You can configure the file manually by clicking Configure. To abort the process, you can close this pop-up. A confirmation message appears as shown below:

Click Yes to abort the process.

Note: When you try to open a project where the source file is being updated, a message as shown below appears.

Viewing Deleted Sections

To view the deleted sections, follow the steps below:

1. From the project’s Menu option, select Deleted Sections. The Deleted Sections pop-up appears. 
2. You can select a section to restore it or delete it permanently by clicking the Restore or Delete Permanently buttons, respectively.
   Note: 
   • Once a deleted section is restored, you can only export it to a template as the option to export to the target source file will not be available.

If only one or more questions are deleted from a section instead of the entire section, it will be indicated as Partially Deleted. When restored, the deleted question will get restored in the file.