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Folder questions and answers
The Question and Answer feature provides an outlet for both employees and client users to be able to ask questions relating to information in specific folders. The administrators associated with the specific folder can then answer the questions and decide which ones should be public for all users to view. Once this feature is enabled on your account both employees and clients will see a link inside each folder in the sidebar for Folder Q&A.
Ask a Question - When the client clicks on the link, they will be brought to a page where they can view any public questions and ask a question of their own. To ask a question, click on the button for Ask a question. This will open a pop up window with the text box for the user to type in their question and then click Submit. Any questions submitted will be automatically emailed to all administrators on the folder.
Answer a Question - Click on Folder Q&A in the More Options drop-down menu. To answer a question, navigate to the Unanswered tab and then click on the title of the question. Answer the question and decide if the question should be made public to all users.
Note:
The following character limits apply to text fields:
- Questions - 400 Characters
- Answers - 1500 Character
A question can be:
- Made Public –> able to be viewed by all users on the folder.
- Made sticky –> for important or common questions. Sticky questions will appear on the top. Set to notify all members of the folder –> an alert will go out to all users added to the folder.
In this article
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