Attach files to Decisions and Plans records to keep them easily accessible to you and your team. To upload files:
- Open the Decision or Plan that you want attach files to.
- Navigate to the Files tab in the record.
- Click Add Files in the Files tab.
- Upload an new file or navigate to an existing file by using the filter navigation.
- Click Add.
After you have uploaded the file, you can do the following actions by clicking on the file's action menu (
)
- Download the file - Downloads the file to your device
- Share the file - Select from the popup who you want to share the file with and who can access it
- Create a public link - By doing this action, anyone with this link can view and download the file on the internet
- View Details - Takes you to the Files tab and you can see more specific information about the file
- Upload New Version - If you have made changes to the file, select this option and upload the newer version and your old version is replaced
- Change file details - Change the file and description in a popup
- Delete the file - Deletes the file permanently
- Remove from record - Doesn't delete the file permanently, only removes it from the record. You can find all your files in the Files tab.