You can attach an existing document either when answering a question in a request or when you update your saved information on your dashboard.
Find out more about saved information and requests
Saved Information vs. Requests →
How to attach an existing document
When you attach a document, you can either upload a new document or select any document already uploaded to your organisation's account.
- Select the attach existing drop down from the document upload window.
- Select the document from the list.
1. Navigate to the question
2. Click the Attach a previously uploaded document dropdown.
3. Click the name of the document you would like to attach
In this case Businessplantemplate.pdf was attached to the question successfully.
Pro-tip: If you would like to view, download, or remove a document you can do so by hovering over the document icon and selecting one of the available actions.
Find out more about saved information and requests
Saved Information vs. Requests →