Assurance allows you to upload and link attachments to multiple Forms in bulk.

Please Note: To upload documents to the Assurance Document Library, please refer to our Support Hub article on How to Upload Documents to the Assurance Document Library and Activate the Public Link.

In this article, you will learn about:

• Uploading One or More Attachments to Assurance
• Linking Attachments to the Correct Form in Assurance

Uploading One or More Attachments to Assurance

1. Select on the Administration Gearwheel  in the top right of your Assurance Platform.

2. Select Import under the General section.

3. Select Attachment Uploader.

4. Select the + Upload button.

5. Add files by dragging and dropping them to the Attachment Uploader Screen or by selecting the Add Files button and searching for the relevant files.

6. Select Start Upload and then these files should be listed on your screen once they have been uploaded to Assurance.

Please Note: Attachment files are retained for 365 days and if they have not been associated with a form in that 365 days, they will be deleted.

Linking Attachments to the Correct Form in Assurance

The linking of the attachement to the correct Form in Assurance is done through the Register and Form Import process. Towards the end of the import file, there are two columns labeled Filename and Attachment Title:

These two columns must be populated to link the attachments that you previously uploaded to the correct Form. The Filename must match the filename that the attachment has in Assurance. To ensure an exact match, select the vertical ellipses and select Export to Spreadsheet. Then, the exact File Name from the exported csv can be pasted into the Import File.

The Attachment Title in the import file can be used to title the Attachment that would be displayed in Assurance.

Please Note: when attaching multiple attchments to a single Form using the import function, the same rules as tables apply. That is, each attachment goes on its own row in the import file.