File attachments let you include downloadable resources directly in your Documents. This is perfect for making forms readily available to your team, providing templates, or sharing reference materials alongside your instructions.
Adding File Attachments
To attach a file to a Step:
Open the editor menu by clicking the + icon or using slash commands
Select Attach File
Upload your file
Publish the Document to make it visible to your team
You can also access the attach file option from the editor toolbar at the top of your Step.
When to Use File Attachments
Attach files when your team needs downloadable resources:
Forms that need to be completed offline (expense reports, evaluation forms)
Templates for documents or presentations
Reference materials like checklists or worksheets
Contracts or agreements that require signatures
Certificates or compliance documents
File attachments keep essential resources connected to your processes, so your team always knows where to find what they need.
Try It Now: Add file attachments to your most-used Documents to reduce time spent searching for forms and templates.
If your team is having any difficulty attaching files or accessing them in read mode, get in touch with the support team today.