Exports & Share information - Adding attachments to ClearPoint
Fernando Montenegro
15 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding attachments to ClearPoint
2
The following steps apply to any Element in ClearPoint, Objectives, Measures, Initiatives.
3
Steps to add the attachment field to a Detail page
4
- 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’
5
- 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
6
- You can **drag and drop Attachments** to the desired location - Once you are done with your changes, click **Save**
7
Steps to add an attachment to a Detail page
8
- **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
9
We will explore a few options to show the attachment in all or specific periods and you can decide to include a PDF in page exports or Briefing Books.
10
- 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’
11
- **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
12
- 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
13
- 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
14
All attachments are available (depending on permissions) to be deleted or downloaded on the Documents page in the Control Panel.
15
- Select **Documents** from the Control Panel - Choose **Attachments** under Files - From here you will have the option to **Download** or **Delete** attachments
Exports & Share information - Adding attachments to ClearPoint
Fernando Montenegro
15 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding attachments to ClearPoint
2
The following steps apply to any Element in ClearPoint, Objectives, Measures, Initiatives.
3
Steps to add the attachment field to a Detail page
4
- 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’
5
- 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
6
- You can **drag and drop Attachments** to the desired location - Once you are done with your changes, click **Save**
7
Steps to add an attachment to a Detail page
8
- **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
9
We will explore a few options to show the attachment in all or specific periods and you can decide to include a PDF in page exports or Briefing Books.
10
- 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’
11
- **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
12
- 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
13
- 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
14
All attachments are available (depending on permissions) to be deleted or downloaded on the Documents page in the Control Panel.
15
- Select **Documents** from the Control Panel - Choose **Attachments** under Files - From here you will have the option to **Download** or **Delete** attachments
