Actions
Use the Documents page to complete the following actions:
Delete a Completed Document
Deleting a document unshares it from existing connections, resets questionnaires, and removes attachments on other document types.
Download Questionnaire
Get a CSV file containing answers, comments, and other key questionnaire metadata.
Instructions:
- Enter view mode for a questionnaire to download by selecting it.
- Select Cancel Editing if you see that option in the top-right.
Edit Documents
Scroll to the Beginning of a Document Section
Instructions: Select a section from the layout on the left.
Search for Documents
Instructions: Search by document title from the search bar at the top-right.
Share All Documents
Share all documents that you have started or completed within your profile.
Instructions:
- Select the Share My Documents button at the top-left of the Documents page.
- Complete the Share data with your customer(s) form. See form field descriptions.
- Select the Send Request button at the bottom-right of the form.
Share Select Documents
Share select documents that you have started or completed within your profile.
Instructions:
- Select the Share My Documents button at the top-left of the Documents page.
- Complete the Share data with your customer(s) form. See form field descriptions.
- Enable the Share Select Documents toggle.
- Select the Select Documents button at the bottom-right of the form.
- Select the documents to share.
- Select the Save Sharing Configuration button at the bottom-right of the Edit Sharing Configuration window.
Sort Documents
Sort the documents in each section alphabetically by name.
Instructions: Use the Sort by dropdown at the top-left.
Upload Questionnaire
Instructions:
- Select the Download button in the questionnaire to download our template (.csv).
- Change all affected questionnaires and comments in the downloaded file.
- Select the Upload button.
- You must use the provided template, which contains the unique question reference IDs that are used to map the data.
- For common questionnaires like SIG Lite, you can map our RefIDs to existing Excel sheets.
- All child sub-questions are visible in the questionnaire CSV so they can be viewed and edited in one sitting.
- July 3, 2025: Upload/download questionnaires.
- March 6, 2025: Share document instructions (share all & selective sharing).
- August 14, 2024: Published.
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