Add an Attachment to an Object

1. Access the object where you wish to add an attachment file or URL.
   • 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

2. Click Attachments (if applicable).

   

Upload an Attachment

1. Right-click the folder you wish to add the attachment and select Add Files.

   or:

2. Highlight the folder and click Add Files.

   Note: You can create folders and sub-folders to organize attachments. For more information, see Attachment Folders.

3. Click Browse... to upload a file from a network or hard drive.
   

   Note: Select multiple files to upload by holding down the Ctrl key. Hover the mouse cursor over the Browse button for more helpful tips on selecting files.

4. (Optional) select the Upload to SharePoint checkbox and select the document library where the attachment will reside from the drop-down menu.

   Note: This option is only available if you are using the SharePoint feature to manage and edit attachments. For more information, see Manage Attachments Using Sharepoint.

5. Click Upload.

   Note: The file name must be unique when uploading a file using SharePoint.

Add a URL

1. Right-click the folder you wish to add the attachments and select Add URL .

   or:

2. Highlight the folder and click Add URL.

   

3. Type the URL in the URL to Browse text box.
4. Click Upload.