Sometimes a policy or procedure needs to point to a file that doesn't fit inline, like a spreadsheet, Word document, image or PDF. That's what attachments are for.
Download Attachments
The viewer shows attachments as cards below the article or procedure. Click the download icon on the left of a card to download it.
Deeper Dive
Attachments are built for re-use. Link one attachment to as many policies and procedures as you like, so you only keep a single copy. If the file changes later, re-upload a new version and it keeps its links. We don't keep a history of past versions.
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, rename it and add a description to help your team.
Mapping and Updating Made Easy
Attachments are built for re-use.
Link to multiple places: Link one attachment to as many policy articles or procedures as you like. To link an existing one, open the article or procedure and add it from there, not from the Attachments page.
Effortless updates: Need to update the file? Just re-upload it. Your links stay put, so there's no relinking.
Attachments Management
If you're an Owner, Policy Manager or Department Manager, you'll see Attachments in the sidebar with a count of your active attachments. Click it to open the grid. Archived attachments are hidden by default. To see them, use the Status filter and check Archived.
(screenshot)
Each row is one attachment. The grid shows:
Status: Active or Archived.
Name: The attachment name, with its description underneath in gray.
Modified: The date it was last changed.
User: The email of the person who last changed it.
Document Links: Every article and procedure it's linked to. Click one to open a preview, where you can copy it, go to the article, or close the preview.
Double-click a row to open the Edit window for that attachment.
Right-click a row to see the actions available for that attachment:
Download Attachment
Edit Attachment
Archive Attachment
Unarchive Attachment
You can only archive an attachment when nothing is mapped to it, so unlink it from its policy articles and procedures first. Archived attachments aren't deleted. Use the Status filter to find them, and right-click and choose Unarchive Attachment to bring one back.
Note: Linking and unlinking happen on the policy article or procedure, not on this page.