Document Files

Assessment documents have a Files tab that allow users to attach, view, and manage supporting files directly within a document. It replaces the former Document References tab, offering a more streamlined and flexible way to connect related resources such as SOPs, visual standards, training materials, and evidence, ensuring assessors, operators, and managers have access to the right information.

To access the Files tab, open an existing document within the Document Library (Library > Documents) and navigate to the Files tab.

Files can be attached to a document using three different methods:

1. Add File: Upload a new file directly from your device. Add a unique name for this file and add an optional description, reference, and/or classification.

2. Add URL: Attack a web link to this document. Add a unique name for this URL and add an optional description, reference, and/or classification.

3. Add From File Manager: Select an existing file from the File Manager to attach to this document.

Once files have been added to a document, they appear in a list showing each file's specifications.

From this list view, files can be previewed or removed and new files can be added using the (+) button.