Add Attachments in the Project Workbench

1. Access the object (projects, tests, work papers, tasks, or findings).
   1. Access the RCM work paper for RCM Project Tests or the Testing Details Work Paper for ad-hoc tests.
      1. Access the project.
         1. Click the Project ribbon.
         2. Click Current.
         3. Click the project name.

            

      2. Click the RCM Work Paper in the activity list.
      3. Select an entity (organization, process, IT application, etc.) from the drop-down list.
   2. Click the test name.
2. Click Attachments.

   

3. Select the Multiple Upload check box if you wish to upload more than one file at once.
4. Enter any necessary comments.
5. Select the Is Sharepoint File checkbox if you wish to upload the file over the SharePoint server.
6. Click Browse... to locate a file on your computer or server, or enter the URL.

   Notes: The URL must be prefixed with a hypertext transfer protocol (i.e.: http://www.protiviti.com). You will not be able to enter a URL if you select the Is Sharepoint File checkbox.

7. Click Save.

   Notes: Click New Attachment to save the existing attachment and open a blank screen to create a new one. Click Lock to prevent other users from changing the attachment or Unlock to allow them to make changes.