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Exports & Share information - Adding attachments to ClearPoint
Exports & Share information - Adding attachments to ClearPoint

This article explains how to upload attachments to ClearPoint.

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Written by Fernando Montenegro
Updated over 8 months ago

ClearPoint allows you to upload external documents to provide additional context to your strategy. This can be especially helpful for explaining specific parts of your plan to stakeholders.


Adding attachments to ClearPoint

The following steps apply to any Element in ClearPoint, Objectives, Measures, or Initiatives.

Steps to add an attachment field to an Element Detail page

  • Select Elements & Reports from the Control Panel

  • Choose Elements

  • Open Objectives

  • Select the Objective you are going to be working with, in this example, ‘Very Low Ticket Prices’

  • Click the dropdown menu next to the edit Pencil icon

  • Select Edit Layout

  • Locate Attachments in the left panel

  • Click the Plus icon to add it to the layout

  • You can drag and drop Attachments to the desired location

  • Once you are done with your changes, click Save

Steps to add an attachment to a Detail page

  • Double-click on the Attachment field

  • You can upload PDFs, images, or office documents

  • Each file can be up to 10 MB in size.

  • Once you are done, click on the green checkmark to Save your changes


Edit an Attachment

We will explore a few options to show the attached file in all or specific periods and you can decide to include a PDF in page exports or Briefing Books.

  • Select Elements & Reports from the Control Panel

  • Choose Elements

  • Open Objectives

  • Select the Objective you are going to be working with, in this example, ‘Very Low Ticket Prices’

  • Double-click on the Attachment field

  • From here you can, Delete, Edit, or Download an attachment

  • Click the edit Pencil icon on the attachment you want to edit

  • You can rename the attachment

  • By default, Show in all periods will be selected, you can uncheck the box to select a Specific period from the dropdown menu

  • For PDFs and images, you can mark the checkbox next to Include in Briefing Book and PDF exports, if you want them to be included in page exports.

  • Click Save on Edit attachment

  • Once you are done with your changes, mark the green checkbox to Save your changes.


Documents

All attachments are available (depending on permissions) to be deleted or downloaded on the Documents page in the Control Panel.

  • Select Documents from the Control Panel

  • Choose Attachments under Files

  • From here you will have the option to Download or Delete attachments

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