Source Documents are the Word, Excel or PDF files used to populate your Project with questions and build out its structure using Loopio's Project Import functionality.
Source Documents allow for better record-keeping and easy access to reference documents. An example of a Source Document may be the original RFP you received from your client. All Project Participants will have access to view and download any attached Source Documents.
Permissions Required: Loopio-wide Project, Level 2 (Creator) or higher, or project-specific "Project Admin" permissions are required to upload a Source Document.
How Can I Add a Source Document to a Project?
You can add a Source Document either upon creating the Project or within an existing Project.
Note: Want to learn about creating proactive Projects without having to wait for an RFP? Read on: Creating Project Templates
How Do I Add a Source Document When Creating a New Project?
- From the Projects page, click New Project
- In Additional Project Options, click Browse to find your document
- Attach your Source Document
How Do I Add a Source Document to an Existing Project
- Within a blank Project, click Import Questions which appears in the middle of the page
- Select Source Document
- Click Browse
- Click Add Files to browse your local files, or drag and drop the file you want to attach
If the Project already contains Project Entries, the ability to import documents will always appear in the Project Actions menu in the top-right of the Project:
Note: Sections, Subsections, and Questions can only be imported from one Source Document per Project. To import from a separate Source Document, create a new Project in Loopio. Beyond this initial Source Document you use for Import, any additional Source Documents you might add are for reference only.
How Can I Find My Source Document in a Project?
Project documents can be managed from the Documents tab (Shortcut: 4) of the Project's Sidebar.
From this tab you can download any documents that have been added to the Project for reference, including the Source Document.
Provided that Sections, Subsections, and Questions have not been imported from a Source Document, you can also delete the Source Document from this tab to replace it with another document.
What File Types Can Be Used for the Source Document Import Method?
File types that can be used to bulk import requirements directly into Loopio using the Source Document import method include:
- Microsoft Word documents (.docx)
- Excel spreadsheets (.xlsx)
Note: Projects imported from a PDF Source Document must be exported to a Custom Document.