Adding Additional Questionnaires to Active Projects

Overview

While working on an active project there may be times when an issuer sends additional requests. You can upload an additional questionnaire to the project even if the project is actively being worked on.

Adding Additional Questionnaires to Active Projects

To add an additional questionnaire to an active project, follow the steps below:

1. Go to Projects and select a project from the list of Active Projects.

   

2. From the Project Dashboard, click on Menu, then select Import Files.

   

3. The import and mapping configuration screen will appear. Click Add File.

   

4. Add a file via Standard Template or via Advanced Configuration by selecting Choose File.

   

5. Add the file, and if you selected Advanced Configuration then map the document as needed. Then, click Import.

   

6. The newly imported content will appear within the project sections.

   

7. To view the content by imported file, click View then select View by Imported File.

   

8. The content will then be displayed by the associated file name.