How do I add a new PDF, image, or other file as an Attachment?

Objective

Upload an Attachment Attach a file to a policy

Environment

PolicyStat Editor

Procedure:

1. To upload an attachment to a policy, open the Draft view of the policy.
2. Locate the Attachments section by scrolling past the content section or using the quick navigation on the left side of the page.
   
3. Click the Choose button and browse to locate the file for attachment.
4. When ready to upload, click Upload attachment button.
   • Attachments will upload with their file name. The Rename button can be used to alter the name with which the attachment appears in the policy.

Additional Information:

Files such as PDFs, images, PowerPoints, spreadsheets, or other similar files can be attached to policies in PolicyStat. Once attached, these files will reside at the bottom of the policy for users to click and view.

Did you know? PolicyStat treats (most) images as attachments and all images must be attached. To find out how to attach and insert an image to a policy, see this article: Can I Insert Images into a Policy?
Image file types are hidden from the Table of Content on the left side of the document. Images are also hidden from the attachments section (when viewing the policy) once they're inserted within the content of the policy. If an image needs to be listed as an attachment save it as a PDF or non-image file type.

---

Attachment Naming Scheme

If uploading multiple attachments, it may be helpful to list them in a particular order. A consistent naming scheme will help attachments appear in the correct order. To do this, you may want to use an A, B, C or 1, 2, 3 at the beginning of the attachment title as the attachments automatically are sorted alphabetically and/or in numerical order.

---

Attachment File Limitations

• Any file type can be added as an attachment, but individual file sizes are limited to 20 MB each.
• There are no limits to the number of files added to a policy as attachments.

Note: Adding a large amount of attachments can result in a Timeout error.  If large numbers of attachments need to be added please consider adding them to Stub Policies and then linking within a policy to the Stub Policy.  More information about Stub Policies can be viewed here.  Information on linking can be found here. 

---

Attachment Links

Attachment links can be used outside of PolicyStat but are only valid for 30 days before they expire and become invalid. If you would like to reference an attachment for a longer period, we recommend creating a Stub policy for the attachment and using a direct PolicyStat link, or a Read-Only Share link.

Attachment links can be used outside of PolicyStat but are only valid for 30 days before they expire and become invalid. If you would like to reference an attachment for a longer period, we recommend creating a Stub policy for the attachment and using a direct PolicyStat link, or a Read-Only Share link.

---

Renaming or Replacing Attachments

For more on how to rename or replace existing attachments, see this article: How do I replace or rename an existing PDF, image, or other attachment?