Adding, Editing, and Deleting Control Attachments

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

To add an attachment

  1. On the IT & Security Risk Management menu, select Controls.

    The Controls screen appears.

  2. Open the control in which you would like to add an attachment.
  3. Select the Attachments tab.
  4. Click the Upload button.
    The Attachments 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 description of the uploaded file.
  8. Click the Save button.

To edit attachment details

  1. Open the control for which you would like to edit an attachment.
  2. Select the Attachments 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 button.

    The Context menu appears.

  5. On the Context menu, select Edit.
    The Edit Attachment modal appears.

  6. Make changes as necessary.
  7. Click the Save button.

To delete an attachment

  1. Open the control 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.  menu appears.

    The Context menu appears.

  5. On the Context menu, select Delete.
    The Delete Attachment modal appears.

  6. Click the Delete button.

To download an attachment

  1. Open the control 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.