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Attach Documents to a Review

  • Updated

 

Overview 

This article will show you how to attach Review Documents to a review. 

 

Important Note

  • The document must be a file type of .DOC, .DOCX, .TXT, or .PDF file to be uploaded.

 

Instructions

  1. Navigate to Manage Reviews
    change_to_ready_to_evaluate_manage_reviews.jpg
  2. Select the review you want to add documents to
    attach_documents_to_a_review_select_review.jpg
  3. Select the Review Documents tab
    attach_documents_to_a_review_review_documents.jpg
  4. Click Select to attach a file from your computer
    attach_documents_to_a_review_select.jpg
  5. Find and Open your desired file
    attach_documents_to_a_review_select_file.jpg
    • Note: After you open the file, a progress dot will appear. If a green dot appears, the upload was successful.
      attach_documents_to_a_review_successful_upload.jpg
  6. Click Upload Document to attach the file
    attach_documents_to_a_review_upload_document.jpg

  7. View file below 
    attach_documents_to_a_review_view_file.jpg
    • View on Report: Keep this option selected if you want the document to be viewable on the report

  8. Click Save Details at the top of the page
    attach_documents_to_a_review_save_details.jpg

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