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How to use the DocSend Q&A feature

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DocSend Support
  • Updated
This article describes features available to Advanced Data Room customers on DocSend.

Overview

The Q&A feature allows visitors to submit questions about content directly within a shared DocSend space. Admins and collaborators can manage these questions by accessing the Q&A tab within the Space. When a visitor submits a question, the Space owner and assigned collaborators receive an email notification with a direct link to the question, allowing for quick responses. This feature helps centralize communication and keeps all inquiries related to the shared content organized in one place.
 

Table of contents

 

How to access Q&A

  1. Log in to docsend.com.
  2. Navigate to the desired Space.
  3. Click Q&A in the left side bar to view and respond to questions.
The requestor will receive an email with your response.
 
Note: Visitors need to provide an email address before they can submit questions. 
 

How to respond to a question

  1. Log in to docsend.com.
  2. Click Q&A in the left side bar.
  3. Click Expand and reply next to the question you want to respond to.
  4. Type your response in the text box.
  5. Click Publish.
When publishing a response to a question it will automatically email the individual who asked the question and will be visible to all visitors. 
 
Note: The Audit log tab allows you to see who responds to questions.
 

How to disable publishing questions and answers to all visitors

  1. Log in to docsend.com.
  2. Click Q&A in the left side bar.
  3. Toggle off next to Publish.
The questions and answers no longer be public to visitors. 
Note: This can be changed at any time.
 

How to change the status of a question

  1. Log in to docsend.com.
  2. Click Q&A in the left side bar.
  3. Under Status, click the dropdown menu.
    1. Select Replied to indicate the question has been responded to.
    2. Select Decline to indicate the question will not be addressed. 
Note: If you respond to a question from your email, you need to manually change the status from “pending” in the Q&A tab. 
 

How to delete a question

  1. Log in to docsend.com.
  2. Click Q&A in the left side bar.
  3. Click “…” (more options) next to the question you desire to delete.
  4. Select Delete question from the dropdown menu.
Note: Deleting a question is permanent and can’t be undone. 
 

How to deactivate Q&A

  1. Log in to docsend.com.
  2. Click Q&A in the left side bar.
  3. Click Allow visitor questions at the top of the page.
  4. Select Visitor questions disabled from the dropdown menu.
     

How to submit a question as a visitor

  1. Log in to docsend.com or create a View only account.
  2. Click Q&A in the left side bar.
  3. Click Add question in the upper-right corner.
  4. Type your question in the text box.
  5. Click Publish.
A published question will be visible to all visitors. 

 

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