Embedding a Document in an Interview

Kylerc03

Is there a repository available that I can upload documents to in the Policy Modeling software (or somewhere else)?

Essentially I have a PDF document that needs to be made available to Customers at the beginning of an Interview.  I'm trying to figure out if there's any way to just upload a document to be stored in a repository, and then embed a document from the repository in an Interview for the Customers to view it.

It seems like Forms are the only way to make a document available, which isn't the best option given that they have to be Rich Text Formatted MS Word documents created from scratch... I find it hard to believe that I can't simply take a completed PDF file and make it available in an Interview without recreating it all in a new .rtf Word doc.

Ian Clough

If you simply want to embed a link to a document for users to view then this is documented here:

https://documentation.custhelp.com/euf/assets/devdocs/february2017/PolicyAutomation/en/Default.htm#Guides/Policy_Modelin…

Forms are a way of publishing information collected in an interview into a document defined in a document template.

Ian Clough

If you simply want to embed a link to a document for users to view then this is documented here:

https://documentation.custhelp.com/euf/assets/devdocs/february2017/PolicyAutomation/en/Default.htm#Guides/Policy_Modelin…

Forms are a way of publishing information collected in an interview into a document defined in a document template.

Kylerc03

Thanks so much!  I figured there had to a way to store a document as a resource to be viewed in an Interview.

Appreciate  it