FAQ: Self-Studies


Can you link attachments and links to narrative from Docs and Reports?

The link here is for plan-specific reports; however, any files from Docs and Reports can be downloaded and uploaded as evidence.


Why does a Self-Study appear locked for a user?

A user must be added to a self-study as a Self-Study Administrator or a Contributor in order to have access to it. 


How do I rename a Self-Study?

  1. Click on the title of the Self-Study.
  2. Click the Settings button on the top right.
  3. Next to the Self-Study title, click the pencil icon. 
  4. Rename the title and click the checkmark button.
  5. Click Done on the top right.



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