Who Is This For?
Authors / Owners – adding or curating supporting files
Reviewers / Approvers – verifying attached evidence before decisions
QA / Auditors – checking completeness of documentation packages
How to Do It?
Step 1: Upload an attachment
Go to the Document Page and open the Attachments tab.
Click Add or drag-and-drop file(s) into the Attachments area.
Click Upload to complete.
💡Tip: Use clear file names (e.g., “Test_Report_2025-01-15.pdf”) to simplify future searches and audits.
📎 Reference: Navigating the Document Page
Step 2: Remove an existing attachment
If a file is no longer relevant, you can remove it while the document is editable.
Open the Attachments tab.
Find the file and select the three-dots under the Actions column.
Choose Delete to remove it.
❗ Compliance reminder: Attachments form part of the quality record. Only remove them when justified, and ensure the rationale is traceable (e.g., in change documentation).
📎 References:
Step 3: Download an existing attachment
Download a copy for offline review or to share in controlled contexts.
Go to the Attachments tab.
Find the file and select the three-dots under the Actions column.
Choose Download to save a local copy.
❗ Compliance reminder: Downloaded copies are not controlled. For edits, always work via Check Out on the document itself.
📎 Reference: Working with Effective Copies
Tips
💡 Keep attachments relevant and current; remove superseded files during an approved update.
💡 Prefer PDF for evidence files to preserve formatting and readability.
💡 Add attachments before routing for review/approval so stakeholders see the full context.