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Attach Files
You can attach files to your KPIS making it easy to access reports or presentations.
To do this, select the KPI to which you want to add an attachment and click on the attachment icon.
When you open the Item Attachments screen, you can choose to attach a file from your computer or a link.
In the attachment window, click on New Attachment, and point to the location of the file on your computer.
When you click on the New Link, the system will open a field for you to paste the link you want to attach.
After doing this, just click Add Link to confirm.
IMPORTANT:
Attached files must have a maximum of 7 MB and must be of the following extensions: TXT, DOC, DOCX, XLS, XLSX, PPT, PPTX or PDF.
Your attachment will appear in the KPI’s list of attachments.
Once this is done, you can see on your dashboard that this KPI contains attachments through the clip icon.
Clicking on this icon, the system will open the KPI Attachments screen.
To delete a file, just click the X.
