Attach Documents

When you finish working in the General region, an Attachments region becomes active. An attachment may be a file (such as a text file or spreadsheet) or a website that documents or provides supporting information for the certification.

Attachments added during initiation apply to the certification as a whole. Owners, role managers, and certifiers may view them in the Detail region of overview and worksheet pages they've access to.

You're not required to attach documents to the certification. If you choose to, however, you can attach any number. A certification initially displays up to five links to attachments. If there are more, a Load More Items link appears. Click it to display more attachment links, five per click until all are on display.

To attach a file, you may simply drag it into the attachments area. 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.)

Note: Attachments may instead apply to the judgments made about whether the assignments of specific roles to specific users are appropriate. Certifiers, role managers, or owners may attach these documents to individual user-role combinations in the certifier worksheets.

Regardless of whether you attach documents, you can once again click Save and Continue to proceed to the next step in initiating the certification, or select Save and Close to return to the Access Certifications home page. Once again, when you reopen the certification the General region is active; click Save and Continue until you reach the next step.