Saving Q&A Content to the Answer Library from Projects

Overview

You can save content to the Answer Library via toggle switches available at different levels within the application (the Instance level, Project level, Section level, and Question level).

Example: Question level toggle

Each toggle can be enabled/disabled depending on your needs and provides an efficient way to maintain control of content in the Answer Library and ensure duplicates are minimized and Q&A pairs remain accurate.

Use Cases:

• Disable the setting to prevent users from adding repeat content
• Enable the setting to allow users to easily and automatically save new content

See the following instructions to enable/disable saving Q&A pairs in the Answer Library at each level.

Configuring at the Instance Level

To enable/disable saving Q&A pairs at the Instance level:

1. Select your profile image from the bottom left corner.
2. Click Organization Settings.
3. From the Organization Settings menu options, click on Project, then Preferences.
4. Click on the pencil icon next to Answer Library Save Options.
5. Enable/Disable the Save Answers in Answer Library toggle switch, then click Submit.

Note: When updating this setting at the Instance level, any saved changes will only apply to projects created after clicking Submit.

Best Practice: Keep the Save in Answer Library toggle switch on at the organization level while you build up your Answer Library. Once you’ve established your Answer Library content, turn the Save in Answer Library toggle switch off. This will allow you to maintain a greater level of accuracy and control over your content long-term.

Configuring at the Project Level

To enable/disable saving Q&A pairs at the Project level:

1. Click on the Projects tab from the left-hand navigation menu.
2. Click on a project and go to the Project Dashboard.
3. Click on Menu from the top right-hand corner, then Project Settings.
4. Click on Save Content in Answer Library, then enable/disable the Save Content in Answer Library toggle switch. Lastly, click Save.

Configuring at the Section Level

To enable/disable saving Q&A pairs at the Section level:

1. Click on the Projects tab from the left-hand navigation menu.
2. Click on a project and go to the Section List.
3. Select sections by clicking on the checkboxes, then click Edit and Save to Answer Library.
4. Enable/disable the Save in Answer Library toggle switch, then click Save.

Note: Answers from previously completed sections cannot be saved to the Answer Library. The section must be re-opened in order to save the content.

Configuring at the Question Level

To enable/disable saving Q&A pairs at the Question level:

1. Click on the Projects tab from the left-hand navigation menu.
2. Click on a project and go to the Section List.
3. Select a section name from the section list.
4. Select a question from the question list.
5. Enable/disable the Save in Answer Library toggle switch, then click Save to save the Q&A pair to the Answer Library.

Note: the toggle at the question level overrides all other toggles at the other levels.

Best Practice: Once you’ve established your Answer Library content, turn the Save in Answer Library toggle switch off at the organization level and selectively enable it for specific projects, sections, and/or questions. This will help keep your content clean and accurate while avoiding duplicate content.