Exports & Share information - Adding attachments to ClearPoint
This article explains how to upload attachments to ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
Attachments allow you to include supporting documents—such as PDFs, images, or Office files—directly on an element’s detail page, providing additional context to your strategy and helping stakeholders better understand your work. Attachments can be added to **any element type** in ClearPoint, including Objectives, Measures, and Initiatives.
Adding an Attachment Card to a Detail Page Layout
2
Before users can upload files, the **Attachments** card must be added to the element’s layout.
3
## 1. Open the Element 1. From the left-hand navigation, select **Elements**. 2. Choose the element type (e.g., **Objectives**). 3. Select the element you want to edit (e.g., *Very Low Ticket Prices*).
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## 2. Add the Attachments Card 1. Click the **kebab menu (⋮)** in the top-right corner of the page. 2. Select **Edit Layout** to open the layout customization drawer.
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1. In the right-hand drawer, locate **Attachments** under **Standard Cards**. 2. Drag and drop the card to your desired location. 3. Click **Save**. 💡 The Attachments card is now available on the element detail page.
Uploading an Attachment
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Once the Attachments card is on the layout, you can upload files for any reporting period. 1. Double-click the **Attachments** card. 2. Click **Upload File** and choose a document from your computer. - Supported formats include PDFs, images, Word/Excel/PowerPoint files, and more. - Maximum file size: **10 MB** per file. 3. Click the **green checkmark** to save the uploaded attachment. 💡 Your file now appears in the Attachments card for the selected reporting period.
Deleting or Downloading Attachments
7
You can manage all attachments directly from the Attachments card: - **Delete** – Remove the attachment permanently - **Download** – Save a local copy of the file - **Edit** – Update the attachment settings Actions depend on your permissions.
Viewing All Attachments in the Documents Section
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All attachments in your account (permissions allowing) are also accessible from the Documents area. 1. From the left-hand navigation, click **Documents**. 2. Select **Attachments** under **Files**. 3. From here, you can **Download** or **Delete** attachments. This provides a centralized list of all files uploaded across your ClearPoint account.
Exports & Share information - Adding attachments to ClearPoint
This article explains how to upload attachments to ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
Attachments allow you to include supporting documents—such as PDFs, images, or Office files—directly on an element’s detail page, providing additional context to your strategy and helping stakeholders better understand your work. Attachments can be added to **any element type** in ClearPoint, including Objectives, Measures, and Initiatives.
Adding an Attachment Card to a Detail Page Layout
2
Before users can upload files, the **Attachments** card must be added to the element’s layout.
3
## 1. Open the Element 1. From the left-hand navigation, select **Elements**. 2. Choose the element type (e.g., **Objectives**). 3. Select the element you want to edit (e.g., *Very Low Ticket Prices*).
4
## 2. Add the Attachments Card 1. Click the **kebab menu (⋮)** in the top-right corner of the page. 2. Select **Edit Layout** to open the layout customization drawer.
5
1. In the right-hand drawer, locate **Attachments** under **Standard Cards**. 2. Drag and drop the card to your desired location. 3. Click **Save**. 💡 The Attachments card is now available on the element detail page.
Uploading an Attachment
6
Once the Attachments card is on the layout, you can upload files for any reporting period. 1. Double-click the **Attachments** card. 2. Click **Upload File** and choose a document from your computer. - Supported formats include PDFs, images, Word/Excel/PowerPoint files, and more. - Maximum file size: **10 MB** per file. 3. Click the **green checkmark** to save the uploaded attachment. 💡 Your file now appears in the Attachments card for the selected reporting period.
Deleting or Downloading Attachments
7
You can manage all attachments directly from the Attachments card: - **Delete** – Remove the attachment permanently - **Download** – Save a local copy of the file - **Edit** – Update the attachment settings Actions depend on your permissions.
Viewing All Attachments in the Documents Section
8
All attachments in your account (permissions allowing) are also accessible from the Documents area. 1. From the left-hand navigation, click **Documents**. 2. Select **Attachments** under **Files**. 3. From here, you can **Download** or **Delete** attachments. This provides a centralized list of all files uploaded across your ClearPoint account.
