Overview
Various documents may need to be attached to content and responses, including but not limited to pricing sheets, data sheets, and company information.
There are several ways attachments can be managed, and we support many document types such as Google Sheets and most other file types (with the exception of Photoshop, Illustrator or InDesign files).
You can also create alerts with customized messages and set them to appear when attachments are added to responses within projects. Note that the 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.
Attaching Files to Content in the Content Library
- Click the Edit
icon next to your content; then click the Attach
icon at the bottom of the Answer Editor window.
- Navigate to the document you want to attach, then click Save.
Pulling Updated Files from Google Drive
Whenever a Google Drive file that is attached to a Q&A pair attachment in the Content Library gets updated, or a new version is uploaded in Google Drive, an indicator now 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:
- Go to the Section List of your project.
- Click on a question within the section, then click the Attach
- Navigate to the document you want to attach, then click Save.
Adding Alert Text for Attachments
- From Organization Settings, go to Project > Preferences and Scroll down to the Question Attachments Text option and click the Edit
- Enable the toggle, add your desired message, then click Submit. Note that the [filename] merge tag can be leveraged here to automatically update with the appropriate attached file.
See the Editing Individual Q&A Pairs in the Content Library Responsive Academy course for more information.