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.

Select the applicable tab for your edition of Responsive.

• Adding Additional Questionnaires to Active Projects

  1. Go to Projects and select a project from the list of Active Projects. Select New Section, and then click Import File.

     
     
     

  2. Click the menu icon, and then select Add New File.

     
     
     

  3. Specify the location of the file you want to upload, and then upload it.
     
     
     
  4. Add the file and then map the document as needed. 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 then select View by Imported File.

  
  
  Click the dots in this video to see how to add files from the project menu:

  
  

• Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.

  Adding Additional Questionnaires to Active Projects

  1. Go to Projects and select a project from the list of Active Projects. Select New Section, and then click Import File.

     
     
     

  2. Click the menu icon, and then select Add New File.

     
     
     

  3. Specify the location of the file you want to upload, and then upload it.
     
  4. Add the file and 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 then select View by Imported File.

  
  
  
  Click the dots in this video to see how to add files from the project menu: