Overview
Document Groups need to be assigned to questions to control document visibility and upload permissions. For example, in a Supplier Interaction project, suppliers can only upload documents to a Supplier Type Document Group if it is assigned to the relevant question. Assessors can only see documents within a Document Group if it is assigned to a question they are assigned to. This ensures data segregation and controlled visibility.
Regardless of the use case, the process of linking the Document Groups to the questions remains the same.
Linking Document Groups to Questions
Steps to Link Document Groups to Questions
- Navigate to Project > Documents.
- Click on the name of the Document Group (e.g., Technical).
- In the Questions section, click Add.
- Select the individual question or sectionwhere you want the Document Group to be available.
- If assigned at the parent level, documents will be visible from all questions in that section.
- If assigned at the individual question level, documents will only be visible from the selected question.
- Click Add to confirm the selection.
- Click Close to return to the main Documents page.
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