Attaching an External File

You can attach any type of file to a document in PolicyTech. However, you may want to create or upload a document into PolicyTech instead of attaching it so that the file can be controlled and tracked. Please consider the following facts about attachments before deciding to attach an external file.

Attachments:

Note: To view a file attached to a document, the assignee must have a program installed on his or her computer that is capable of opening that type of file.

The way you access the Attachments list depends on the type of document you're working with and which Microsoft® Office integration PolicyTech is set up to use.

  1. To access the Attachments list, do one of the following:.
  1. In the Attachments window, click External File.
  1. Click Browse, navigate to and click a file, and then click Open to add the file name to the Select File to Upload box.
  2. Click Upload File to create a copy of the file within PolicyTech.
  1. Do one of the following:
  1. (Optional) By default, links added in the Attachments window are accessible to assignees and they are expected to read the linked material in addition to the main document. To hide a link from assignees, click to clear its check box in the column.

Important: If you also insert this link into the document's body, clearing the check box does not hide the inserted link.

  1. Click OK to close the Attachments window.