1. Using Advanced Controls
  2. Attach Documents to Controls and Incidents

Attach Documents to Controls and Incidents

You can attach any number of documents to advanced controls and incidents they generate. An attachment may, for example, be a text file, spreadsheet, or website that provides more information about a control or incident than its description contains.

To attach documents, work in a page to perform an individual or mass edit of controls or incidents. You may simply drag a file into the Attachments area of an edit page. Otherwise:

  1. Click the link in the Attachments area.

  2. Click Add Link or Add File.

  3. Depending on your selection:

    • Type, or copy and paste, a URL into an Add Link dialog box. Then select Save and Close.

    • In a file-upload dialog, navigate to and select the file you want. Then select Open. (The title of the dialog, and the name of the option you select to complete the attachment, may depend on the web browser you use.)

To view attachments, you may:

  • Select them in an Attachments field of the view or edit page for an individual control or an individual incident. Initially the page lists up to five attachments. If there are more, a Load More Items link appears. Click it to display more attachments, five at a time until all are on display. Click the link for a URL attachment, or click the Download icon for a file.

  • Open them from an Attachments column of a page that lists all the incidents generated by a control. For each incident, the column entry displays the name of the first attachment; click it to open it. If there are additional attachments, the column entry also contains a phrase indicating the number of attachments beyond the first one. Hover over it to produce a list of the additional attachments, and click on the name of the one you want.