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 within RFPIO, and we support many document types, such as Google Sheets.
You can also create alerts with customized messages and set them to appear when attachments are added to responses within projects (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).
Note: RFPIO supports most file types as attachments, but it does not support Photoshop, Illustrator or InDesign files.
Attaching Files to Content in the Content Library
To attach files directly 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.
Attaching Files to Questions in Projects
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 icon.
- 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 icon.
- 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.
