If you would like to link a document (employee form, checklist etc) to a questionnaire, FranchiseBlast offers a document repository feature that is available via our Essentials package.


To link a document to a questionnaire, follow these steps:


If your document isn't in FranchiseBlast yet, you can upload it by following this article.


The next step is to capture the link in the depository for this file. Click the “copy link” icon as illustrated here:



You will see the copy link window come up. As noted in the window, press ctrl C to copy the link




Once copied, we just need to go to the audit questionnaire to add this link to the question.

To do this, go to Collaboration>Field Audits and choose the questionnaire button





Choose the questionnaire you would like to edit. In this case, we currently only have one loaded.





Once the questionnaire has been opened, you will see all of the audit questions that have been loaded. Simply find the one that you would like to add the link to. Click the icon   to expand the “documentation” window


Press ctrl v or right click to paste the link you had copied earlier. Choose save to complete the changes.




Now, when an auditor goes to complete an audit, they will see the link to the document inside the audit. All they have to do is click on the link and it will take them to the document you placed in the repository.




Need more help?

Feel free to contact us at support@franchiseblast.com with any questions.