Add an attachment to a topic or action

You can save document-style attachments; that is, files, URLs, or notes, when you edit a topic or action.

1. In the left navigation pane, click the Topic Management icon ().
2. Click the Topics or Actions tab.
3. Click the topic's or action's Row Action menu (), and then click Edit.
4. On the Edit Topic or Edit Action page, select Attachments from the left menu.
5. Click Add Topic Attachment or Add Action Attachment.
6. Select the attachment type. One or more of the following standard types might be available:
   • URL
   • File
   • Note
7. Enter values in the remaining fields. If a field is required, an asterisk (*) appears next to it and you cannot save the attachment until you provide a value. The fields that display vary based on the type of attachment selected:
   • For a URL, typically a name and the URL are required, and you can also enter a description. You must enter the protocol (http, https, ftp) when you enter the URL. The application does not add the protocol (such as http://) automatically. Additional fields might also appear.
   • For a file, typically a name and the file name (including its path) are required. Click Browse to select the file name and path. You can also enter an attachment description. Additional fields might also appear. Supported file types include, but are not limited to: .docx, .jpg, .pdf, .pptx, .xlsx, .xml, .xpt, and .zip.
   • For a note, typically a name is required. You can also enter a more detailed description. Additional fields might also appear. This option is useful for adding a row that is purely descriptive. For example, you can add a note to describe a set of different documents that you are about to add to the topic or action.
8. Click OK.

   Note:

   Your administrator can set a site option for the maximum size of files that you can attach. If you attempt to save a larger file, an error message informs you of the defined limit.
9. After you add an attachment, you can view or edit it when you view or edit the topic or action to which it is attached.

   Note:

   Changes to, or deletions of, the original document do not affect the attachment. For example, if you save a document as an attachment to a topic and then that document is edited, the topic attachment remains unchanged.