Adding Downloadable Documents to Assessments

Sometimes respondents need to read something before they answer. Rather than pasting a wall of text into the assessment, you can upload the document to your assessment's media library and insert it into the instruction text as a clickable link. The document opens in a new tab, so respondents don't lose their place in the assessment.

Common uses

• Case studies or scenarios - respondents open and read the document, then answer questions about it.
• Terms and conditions, privacy policies, or consent forms - link the full document instead of trying to fit it on the page.
• Instructions, FAQs, or reference material - anything long enough that a link reads better than body text.
• Worksheets or templates - a document respondents download, fill in, or keep for their own use.

1. In Assessment Settings > Media:

Go to Assessment Settings > Media and select Add Graphic.

Add a new graphic with the graphic type set to 'PDF and Office Document'. Upload your PDF or Office document and save.

Tip: The graphic name will show as the hyperlink in the instruction text.

2. To add the document to your assessment:

In the Assessment Builder, open the question on the page where you want the document to appear. In the instruction text tab on a question, select the button to add your graphic, and select the document you uploaded.

In the Insert Media window, select your document. The Image Src field is filled in with the link to the document and the Alt Text is set to the graphic name. Select the document and insert it.

3. What respondents see

The document appears in the instruction text as a clickable link, using the graphic name as the link text. You can type your own wording around it in the instruction text editor - for example, 'Click here to read the ...' - and format it like any other instruction text.

Selecting the link opens the document in a new tab, leaving the respondent's answers in place.