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Project Basics
  • Getting Started!
    • Building EX Surveys
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              • Good to know
                • Getting Started!
                  • Building CX Surveys
                  • CX Metrics
                    • CX Dashboard
                      • CX Dashboard Settings
                        • Analyze your drivers
                          • Good to know
                            • Getting Started!
                              • Assessment Question types
                                • Score and more
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                                    • Get Results
                                    • Introduction to Poll
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                                                      • Good to Know

                                                        File Library

                                                        If you need to share a file with participants within a survey, such as a .pdf or other document, the File Library will come in handy. For example, you might want to ask participants to review a full report without cluttering up your survey page. Or, you might want to provide printable directions to an event without flooding the event registration form itself.

                                                        Uploading a file to the File Library generates a URL that will allow others to download the file. Use the URL in surveys, invitations, thank-you messages, and more.

                                                        Wherever you are in the platform, it’s always easy to access the File Library!

                                                        • From anywhere in the platform, access the File Library by clicking on the Resource Hub icon in the top right corner of your screen.
                                                        • The File Library is also accessible through Utilities, found in the top right corner as well.

                                                        Here’s how to use the File Library:

                                                        1. Toward the top right corner of your screen, find and click on Utilities.
                                                        2. Click on the File Library icon.
                                                        3. Upload a file by clicking the Add New button.
                                                        4. Maximum file size is 10 MB.

                                                        5. The supported file formats are:
                                                          .xls, .xlsx, .doc, .docx, , .ppt, .pptx, .pps, .pdf, .txt, .rtf, .xml, .mpg, .sws, .jpg, .jpeg, .bmp, .gif, .png, .htm, .html, and .xhtml.
                                                        6. Copy and paste the URL provided in the location(s) of your choice.

                                                        Up to 50 files can be uploaded in Premium and Enterprise accounts.

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