(New UI) Uploading Content to the Content Library

You can add content to your Content Library quickly and easily in three ways:

• Adding Q&A pairs manually
• Uploading documents
• Importing Q&A pairs from existing RFPs or the Responsive standard template

Check out the Foundations of Content Management on Responsive Academy to keep learning!

Adding Q&A Pairs Manually

To add a Q&A pair to the Content Library, perform the following steps:

1. Click + Add Content, and then select Q&A Pair(s).
   
   
   
2. Begin entering the new Q&A pair. The number of required fields is listed in a pop-up box at the bottom of the screen. You can click on it to move to the next required field.
   
   
   You can click +Add Alternate Question(s) to add one or more alternate questions, and + Add New Answer to add an additional answer.
3. (Optional) Click Metadata to see the metadata settings. You can specify the Project Name, Section Name, Tags, Star Rating, Flag, Language, and if this pair should be marked as one of your Favorites.
   
   
   
4. (Optional) Specify the Privacy, Usage and Review settings. You can specify the Primary Business Unit, Shared Business Units, who has View access (everyone or those with a specific role), who has Edit access (everyone or those with a specific role), Collections, Moderators, Owners and Alert Text.
   
   
   If you specify one or more owners, you can select Enable Scheduled Review to set up a review process for the new pair.
   
   
   The default review cycle is 90 days. Click Customize to change it.
   
   If you want all the owners to review the pair, click All for Review Process. If you select Any, only one of the owners has to review it.
   
   Click + Add Follow-up Review Date(s) to add follow-up review dates for the new pair.
   
   
5. Click Attach Files at the bottom of the box to add a file.
   
   When you are finished, click Submit and Add Another to save and manually add another Q&A pair or click Submit to save and return to the Content Library.
   

Uploading Documents

To add a document to the Content Library, perform the following steps:

1. Click + Add Content, and then select Document(s).
   
2. Drag and drop the files to the main window.
   
   Your cloud storage repositories are listed on the left side of the window. Click one to browse to files stored there. If you want to browse to a file on your computer, click Upload Document. Select the files from the repository or your computer, and then click Open.
   
   
   
3. When you have finished selecting files, click Next.
   
   
   
4. The first document is selected by default, but you can click on another to change it. You can change the name of the document if you want, and add a description.
   
   Note: If you want all the documents to have the same properties, select Apply the same properties to all Documents. Everything except the file names and descriptions will be the same.
   
   
   
5. (Optional) Click Metadata to see the metadata settings. You can specify the Tags, Star Rating, Flag, and if this pair should be marked as one of your Favorites.
   
   
   
6. Specify the primary business unit.
   
   (Optional) Specify the Privacy, Usage and Review settings. You can specify who has View access (everyone or those with a specific role), who has Edit access (everyone or those with a specific role), Collections, Owners and Alert Text.
   
   
   If you specify one or more owners, you can select Enable Scheduled Review to set up a review process.
   
   
   The default review cycle is 90 days. Click Customize to change it.
7. (Optional) Enter Alert Text for the documents.
8. When you are finished, click Upload.
   

Importing Q&A Pairs from an Existing RFP

You can import multiple Q&A pairs into your Content Library by importing existing RFPs that are not in Responsive by performing the following steps:

1. Click + Add Content, and then select Import File.
   
   
   
2. Select Upload Document. The file must be in Word or Excel. You will still have to mark the fields during the import process. When you are finished, the Q&A pairs will appear in the Library. For more information, see Importing and Mapping Microsoft Excel Files in Responsive or Importing and Mapping Microsoft Word Files in Responsive.
   

Importing Q&A Pairs Using the Responsive Standard Template

You can import an Excel file with Q&A pairs into Responsive where the column headings represent fields in the application.

1. Select + Add Content, and then click Import File.
   
   
   
2. You can download the Responsive standard template (an Excel spreadsheet) by clicking the provided link. Update the spreadsheet with the Q&A pairs, metadata, etc., in the appropriate columns. When you are finished, click Upload Standard Template.
   
   
   
3. Click and drag the file to the pop-up box, or browse to the file’s location. Click Upload from local drive or select one of your cloud storage locations.
   
   
   
4. Map each column of the spreadsheet to the fields in Responsive. The columns in your file are displayed at the top of the page with the column letter. Click in the Column A field to see the available values in Responsive.
   
   
   
5. Select the checkbox for the appropriate column name. For example, select Project Name for Column A. Click the Auto Detect Column Headers if you want Responsive to automatically map the columns for you.
   
   
   
6. Continue mapping all the fields. You may be asked to enter additional information, such as which question rows should be skipped. When you are finished, click Next.
   
   
   
7. Enter the metadata, privacy settings, etc., for the pairs. When you are finished, click Import.