You can attach supporting documents directly to Q&A entries in your Knowledge Base. When that answer gets used in a questionnaire export, the attached document is automatically included in the final output folder.
This works well for answers that always need backup documentation, like:
SOC 2 reports
Security policies
Compliance certificates
Product one-pagers
By automating your document attachments, you ensure that required documentation is always included and accurate, saving your team time and eliminating the risk of manual errors in your RFP responses.
How to Attach a Document
Go to the Knowledge Base in your 1up dashboard.
2. Find the Q&A entry you want to update, click on it. In the Edit Q&A panel, scroll down to Attachments and click Add Attachment +.
3. A file picker will open showing documents already uploaded to your 1up account. Search or filter to find the file you need, check the box next to the file(s) you want and click Add.
4. The file(s) will now show up under Attachments on that Q&A entry. Click Save.
What Happens on Export
Any document attached to a Knowledge Base entry will be bundled into the exported folder automatically. So if you attach your SOC 2 report to the answer for "Do you have a SOC 2 certification?", it goes out with every export that includes that answer. No extra steps needed.
Note: This document will always be included with the answer on export unless removed or updated.
If you'd like a document to only be attached for a specific response, attach it to the questionnaire response instead.