Bookmark an Attachment

Bookmarks allow you to create a link to an attachment that can be pasted into attachment sections and memo fields of other objects in the Governance Portal.

Access the object that has the attachment which you wish to copy as bookmark.
- General documents
- Organizational unit & process documents
- Organizational unit & process library template documents
- Action plans
- Test plans
- Tasks
- Objectives
- Risks
- Controls
- Risk Event Categories
- Assessments
- Audits
- Work Papers
- Various audit forms (e.g. company information)
- Incidents and Impacts
Click Attachments.
Right-click the attachment that you wish to copy as bookmark and select Copy Bookmark.
Enter the bookmark name and click OK. The URL of the bookmark is now copied to the clipboard.
Note: The name of the bookmark must be unique.
Paste the bookmark:
In the Attachments section of another object
1. Access the object where you wish to paste the bookmark.
2. Click Attachments.
3. Right-click the folder in the Attachments section where you want to paste the bookmark and select Paste Bookmark.
4. Right-click in the URL to Browse text box and select Paste. The URL of the copied bookmark is pasted into the URL to Browse text box.
5. Click Upload.
In a Memo Field
1. Access the form where you wish to add the bookmark and click Edit to put the form into edit mode.
2. Right click the memo field where you wish to add the bookmark and select Paste Bookmark. The link will appear with the name you selected in the previous step.
3. Click Save on the form.
In the Quick Links section of selected forms
1. Open the form of the object where you wish to add the link.
  Note: The Quick Links section must be configured to display on selected forms. See Quick Links for more information.
2. In the Quick Links section, click Update Links.
3. Click Add.
4. Right-click in the Paste Here section and select Paste Bookmark.
5. Click Save.