Attach files to an action

Files can be attached to any action. Storage is unlimited, per office and per project, and there is no restriction on file types.

1. Select the action and open the Attachments tab — see Where attachments live.
2. Either add a link to a file already in the archive, or upload a new file.

Shown here on a training course: the steps are the same for every action type.

Use this for documents that belong to the action itself: the material to be delivered, a test to be administered, the technical sheet of a machine, the text of a procedure.

Caution

A document that belongs to a person — a certification they obtained, an identity document — goes on the person’s card in the relevant office, not on the action. Attaching it to the action would make it look like it applies to every recipient.