Adding, Editing, and Deleting Document Attachments

You can add attachments and links to documents to provide additional details and keep information together.

To add a document

  1. On the Policy menu, select Standards, Policies, or Procedures.
  2. Open the document in which you want to add an attachment.
  3. Go to the Documents tab.


  4. Click the Add Documents button.
    The Add Documents modal appears.

  5. Click the Select File button.
  6. Use the file explorer to locate and select the document(s) you want to attach.
  7. Enter a brief description of the attachment(s).
  8. Click the Save button.

To add a link

  1. On the Documents tab, click the Add Links button.
    The Add Links modal appears.

  2. Enter the URL of the link you would like to add to your documents.
    Note:

    This link can include the URL to related information hosted on another website.

  3. Enter a name for the link.
  4. Enter a brief description of the link.
  5. Click the Save button.

To edit attachment details

  1. On the Documents tab, hover over the row for the attachment you want to edit until the Context Menu icon appears.
  2. Click the Context Menu icon button.

    The Context menu appears.

  3. On the Context menu, select Edit Details.


    The Edit Document modal appears.

  4. Make changes as necessary.
  5. Click the Save button.

To delete an attachment

  1. On the Documents tab, hover over the row for the attachment you want to delete until the Context Menu icon appears.
  2. Click the Context Menu icon button.

    The Context menu appears.

  3. On the Context menu, select  Delete. A confirmation dialog appears.
  4. Click the Confirm button.

To download an attachment

  1. On the Documents tab, hover over the row for the attachment you want to download until the Context Menu icon appears.
  2. Click the Context Menu icon button.

    The Context menu appears.

  3. On the Context menu, select  Download.