Overview

While working on an active project there may be times when an issuer sends additional requests. You can upload an additional questionnaire to the project even if the project is actively being worked on.

Adding additional questionnaires to active projects

1. Go to the Sections page, then click New Section and select Import File.
2. Click the three-dot Menu at the top of the page and select Add New File.
3. Browse to and upload the file you want.
4. Add the file and map the document as needed, then click Import.
   
   • The newly imported content will appear within the project sections.
   • To view the content by imported file, click the View Menu icon and select View by Imported File.
     

Click the video below for a quick walkthrough.