Evaluate Reviews


 

Attach Documents to a Review

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
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  2. Select the review you want to add documents to
    review_to_attach_document_to.png
  3. Select the Review Documents tab
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  4. Click Select to attach a file from your computer
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  5. Find and Open your desired file
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    • Note: After you open the file, a progress dot will appear. If a green dot appears, the upload was successful.
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  6. Click Upload Document to attach the file
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  7. View file below
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    • 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
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