Adding, Editing, and Deleting Audit Attachments

You can add attachments to audit records to provide additional details and keep information together.

To add an attachment

  1. On the Audit Management menu, select Audits.

    The Audits screen appears.

  2. Open the audit you would like to add an attachment.
  3. Select the Attachments tab.

    The Attachments tab of the Audit details screen, showing the list of uploaded files and controls to add, view, or manage attachments.
  4. Click the Upload Attachment button.
    The Attachments modal appears.
    The Attachments modal with fields to upload a file, enter a description, and save the attachment.
  5. Click the Upload File button.
  6. Use the file explorer to locate and select the document(s) you want to attach.
  7. Enter a description of the uploaded file.
  8. Click the Save button.

To add links

  1. Open the audit for which you would like to add a link.
  2. Select the Attachment tab.
  3. Click the Add Links button.
    The Add Links modal appears.
    The Add links modal with fields for URL, Name, and Description.
    Field
    Description
    URL

    Enter the URL to the hosted document.

    Name

    Enter the name of the external link.

    Description

    Enter a description of the document being linked.

  4. Complete the fields.
  5. Click the Save button to save the link or the Save and Add New button to save the link and immediately add another.

To edit attachment details

  1. Open the audit for which you would like to edit an attachment.
  2. Select the Attachment tab.
  3. Hover over the row for the attachment you want to edit until the Context Menu icon button appears.
  4. Click the Context menu icon.

    The Context menu appears.

  5. On the Context menu, select Edit.
    The Edit Attachment modal appears.
    The Edit attachment modal with fields for file name, description, and Save and Cancel buttons.
  6. Make changes as necessary.
  7. Click the Save button.

To delete an attachment

  1. Open the audit for which you would like to delete an attachment.
  2. Select the Attachments tab.
  3. Hover over the row for the attachment you want to delete until the Context Menu icon button appears.
  4. Click the Context Menu icon button.

    The Context menu appears.

  5. On the Context menu, select Delete.
    The Delete Attachment modal appears.
    The Delete Attachment modal with the Delete and Cancel buttons.
  6. Click the Delete button.

To download an attachment

  1. Open the audit for which you would like to download an attachment.
  2. Select the Attachments tab.
  3. Hover over the row for the attachment you want to download until the Context Menu icon button appears.
  4. Click the Context Menu icon button.

    The Context menu appears.

  5. On the Context menu, select Download. The attachment will begin downloading to your computer.