Attaching Files and Adding Reference Links

Within a document's Attachments list, you can add reference links to other PolicyTech documents and websites. You can also attach (upload and link to) any type of external file. This feature is useful for referencing other materials, in addition to the document content, that you want assignees to review.

In addition, you can add attachments that can only be seen by those with permission to edit the document (the document owner, assigned proxy authors and writers, and administrators). For example, you might want to attach or link to reference material used to write a document but that you don't want to require assignees to review.

Important: PolicyTech does not track whether an assignee reviewed attached files or linked documents or websites.

Click a link below for instructions.

Adding a Link to an Existing PolicyTech Document

Adding a Link to a New (Not Yet Created) PolicyTech Document

Adding a Link to a Web Address

Attaching an External File

Managing Attachments and Links

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