Add Attachments to a Specific Entity of Your Strategic Plan

To add an attachment to a specific Segment, Strategy, Objective, Tactic, or Action Item within your Strategic Plan, complete these steps:

  1. Browse to the specific entity within your Strategic Plan.
  2. On the far right of the screen, click the Paperclip icon.

     AddAttachment-1.png

  3. Click the Attachments plus icon.

     AddAttachment-2.png

  4. Click Select Attachment(s) and browse to locate and select the file you wish to attach.

     AddAttachment-3.png

  5. Click Publish.

     AddAttachment-4.png

The new attachment appears under the Attachments tab for the specific entity within your Strategic Plan and the Paperclip icon also displays the number of attachments associated with the entity as more are added.

 AddAttachment-5.png

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