There are cases when policies or procedures need to reference documents that don't fit neatly inline. We have designed attachments to fill this need. An attachment can be any file that you need to reference. You may need to reference a spreadsheet, word document, image, pdf or other file with a policy or procedure.
Download Attachments
The viewer displays attachments as cards below the appropriate articles and procedures. Download an attachment by clicking on the download icon on the left side of the attachments card.
Deeper Dive
Keep in mind that we've built attachments for re-use. If you create an attachment and link it to an article or procedure, that same attachment can also be linked to other policies or procedures. Allowing for re-use is convenient because you can maintain a single copy of the attachment and connect it to multiple policies and procedures. If, at a later date, the attachment needs to be changed, you can re-upload a new version and it will retain its associations. It is important to note that we do not track your history of attachment versions. That is beyond the scope of the PolicyCo platform.
Create an Attachment
Adding attachments to your library is simple!
Find your library: Head to the sidebar and click on Attachments.
Start the process: Click the [Add New] button at the top of the screen.
Upload: Select [Upload File] and choose the document you want to add from your computer.
Add the finishing touches: Once it’s uploaded, you can change the name of the attachment and add specific details or context to help your team.
Mapping and Updating Made Easy
One of the most helpful things about the PolicyCo platform is that attachments are built for re-use.
Link to multiple places: You can map a single attachment to one or many different policy articles or procedures at once.
Effortless updates: If you ever need to update the file later, just re-upload the new version. Your mappings will stay exactly where they are, so you don’t have to spend time relinking it to every policy manually.
Attachments Management
Owners, Policy Managers, and Department Manager have access to an additional sidebar view creatively named Attachments. It displays a count of all active attachments. Selecting this item reveals a grid with a list of all active attachments. It's important to note that archived attachments are also accessible by modifying the filter under the Status column.
You may archive an attachment once it's been unlinked from all policies and procedures. Archive is essentially equivalent to a delete operation. Once archived, it is only accessible from this Attachments tab.
Each row represents an attachment. Clicking on a row expands it revealing articles and procedures attached to it. Keep in mind that the main row represents the attachment. Right clicking on the main row displays eligible actions for the attachment.
The attachments row also expands to show detail. The detail displays policies and procedures linked to the attachment. Right clicking on the detail rows provides different actions than right clicking on the attachments row. Here is a list of all the actions:
Attachments
Download
Edit
Archive
Unarchive
Documents
Jump To
Link To
Unlink