Overview

In order to respond to Microsoft Word and PDF documents in the application, they must be configured first. We make this easy by providing an interface with configuration options to seamlessly identify sections, questions, and other content to import.

• We do not accept any files that have imbedded macros and/or formulas.
• Note that when you upload .doc files they will be exported as .docx files upon export to source.

For instructions on importing Microsoft Excel documents, see Importing and Mapping Microsoft Excel Documents.

Select the applicable tab for your edition of Responsive.

• Importing Word Documents to Projects

  1. Go to the project, and under the Sections tab, click Import Files.
     
     
     
  2. Select the Word document by either dragging it onto the screen or selecting it from your computer.
     

  The file will then be loaded into the application and is ready to be configured. If you have Responsive AI, our File Mapping Agent will automatically generate answers from your Content Library.

  Importing Word Documents to the Content Library

  1. Select Content Library from the App launcher menu. Then, click New in the top-right corner and select Document(s).
     The Add Document(s) pop-up appears. Browse and upload the files.
     

  The file will then be loaded into the application and is ready to be configured.

  Mapping a Word Document

  1. First, locate the sections within the document and highlight the text. Then, click Section from the Mark Options toolbar. Next, select Auto Identify to locate and select all sections within the document. Review the suggestions in the pop-up window, then click Apply.
     Note: Auto Identify uses the style guides within the document to identify content (sections and questions). If styles are not used in the original document, we will not be able to Auto Identify content.
     
  2. Next, similar to how the sections were mapped, do the same for the questions. Locate the questions within the document and highlight the text. Then, click Question from the Mark Options toolbar. Next, select Auto Identify to locate and select all questions within the document. Confirm the selections in the pop-up window, then click Apply.
     
  3. To identify answers, select the appropriate text, then click Answer under Mark Options.
     Best Practice: As an effective way to map a Word document, it is recommended that once all sections and questions have been marked, use Ignore to disregard anything that is not part of an answer, then use Mark Rest as Answer to mark all answers in the document.
     
  4. Double-check the document mapping by scrolling throughout the document. Click Save to save your progress. When finished, click Import.
     

  See Import Mapping Options for a complete list of mapping definitions.

  Note: If there are identical questions with different answers, we consolidate those questions into one question with multiple answer types upon import.

  Working with Tables in a Word Document

  You can also map table content within Word documents. To learn how to configure tables in a Word document, see Mapping Tables in Microsoft Word Documents.

  Working with Checkboxes in a Word Document

  We can also handle checkboxes within Word documents. To learn how to configure checkboxes in a Word document, see Mapping Checkboxes in Microsoft Word Documents.

• 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.

  Importing Word Documents to Projects

  1. Go to the project, and under the Sections tab, click Import Files.
     
     
  2. Select the Word document by either dragging it onto the screen or selecting it from your computer.
     

  The file will then be loaded into the application and is ready to be configured. If you have Responsive AI, our File Mapping Agent will automatically generate answers from your Content Library.

  Importing Word Documents to the Content Library

  1. Select Content Library from the App launcher menu. Then, click New in the top-right corner and select Document(s).
     The Add Document(s) pop-up appears. Browse and upload the files.
     

  The file will then be loaded into the application and is ready to be configured.

  Mapping a Word Document

  1. First, locate the sections within the document and highlight the text. Then, click Section from the Mark Options toolbar. Next, select Auto Identify to locate and select all sections within the document. Review the suggestions in the pop-up window, then click Apply.
     Note: Auto Identify uses the style guides within the document to identify content (sections and questions). If styles are not used in the original document, we will not be able to Auto Identify content.
     
  2. Next, similar to how the sections were mapped, do the same for the questions. Locate the questions within the document and highlight the text. Then, click Question from the Mark Options toolbar. Next, select Auto Identify to locate and select all questions within the document. Confirm the selections in the pop-up window, then click Apply.
     
  3. To identify answers, select the appropriate text, then click Answer under Mark Options.
     Best Practice: As an effective way to map a Word document, it is recommended that once all sections and questions have been marked, use Ignore to disregard anything that is not part of an answer, then use Mark Rest as Answer to mark all answers in the document.
     
  4. Double-check the document mapping by scrolling throughout the document. Click Save to save your progress. When finished, click Import.
     

  See Import Mapping Options for a complete list of mapping definitions.

  Note: If there are identical questions with different answers, we consolidate those questions into one question with multiple answer types upon import.

  Working with Tables in a Word Document

  You can also map table content within Word documents. To learn how to configure tables in a Word document, see Mapping Tables in Microsoft Word Documents.

  Working with Checkboxes in a Word Document

  We can also handle checkboxes within Word documents. To learn how to configure checkboxes in a Word document, see Mapping Checkboxes in Microsoft Word Documents.