How to Add Attachments to a Sent Questionnaire

Sometimes when emailing a questionnaire it requires you to attach multiple documents/certificates to be sent along.

You can attach as many files as necessary, regardless if they live on the platform or your desktop.

1. From the Email Questionnaire window > press Add File:

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2. A new window with the available certificates and documents will let you select which ones you wish to attach to the emailed questionnaire. Select by ticking off and press Attach at the bottom.

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Select documents to be added via the Certificates module

a. In case the required document does not exist in the Certificate and Documents module, click on Add new Document and browse on your desktop to locate the required file.

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Add New Document from your desktop

2. From the Email Questionnaire window, press Add Package:

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i. A window displaying the list of available packages for your username and Company will open, allowing you to select the required one. Tick the box to select it, then click Attach at the bottom of the page.

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Select Package to be added

You can find instructions on how to create Packages here.