Overview
When adding content to the Library, you can either:
- Manually add new Q&A pairs using the Answer Editor.
- Upload Word or Excel documents and identify the questions and answers you want to convert to Q&A pairs.
If you have Moderation enabled, some steps below can vary based on how your specific instance is configured.
Use Case: Adding a new Q&A pair that does not come from a completed RFx, or uploading content from a completed RFx that is not in the Library.
Uploading Content to the Answer Library
In the Answer Library, click the Add button and select either Add New Q&A Pair or Upload Document. Then follow the applicable process below.
Adding New Q&A Pairs
- From the Add New Q&A Pair screen in the Answer Editor, enter your question, answer and any other information you want to include (such as the owner, review cycle, star rating, or tags). You can also add alternate questions and/or answers.
- Click Add to add the Q&A pair to the Answer Library.
Note: If you have Moderation enabled for the Answer Library, click Submit for Moderation.
See the video below for more information.
Uploading Documents
- Click Upload Document, then choose either:
- Standard Template
- Advanced Configuration option if you are using a completed RFx document with standard Q&A pairs.
- Click Choose File and select the file that contains the questions and answers you want to use.
- Once the imported file displays, select the Answer column and select Answers from the left pane.
- Select the answer type from the Answer Type drop-down and click Save.
- Click Preview to check your work and ensure you have marked everything correctly.
- Click Import.
- Click Import File to add the content to the Answer Library.
See the video below for more information.