Page tree
Skip to end of metadata
Go to start of metadata

You can attach files to every working paper as well as to every Checklist question, or Program step.

Attachments are accessed from:

  • The working paper's context menu
  • The Attached files button located in the toolbar
  • The Edit document window or the in-built form in documents of the Lead schedule and File type

Managing attached files

  • View – view the attached file
  • Edit – edit the attached file
  • Attach – attach a new file
  • Attach as shortcut – create a shortcut to a file on the local computer or a network resource
  • Delete – delete the file
  • Save – save the file in a folder
  • Rename – rename the file
  • Description – add a short description
  • For next audit – the file will be transferred when the current audit is completed and a subsequent one is opened

Additional actions

Double click the left mouse button to perform the following actions (depending on the column you are in):

  • – mark/unmark For next audit flag
  • File – the file is opened for viewing or editing, depending on the selected option in Attachment default action in Attached file settings.
  • Description – change the file's description


  • Attaching a new file can be done through Drag & Drop from Windows Explorer over the list of attached files. During dragging, the indication will appear by the mouse cursor.
  • A file link can be created through Drag & Drop from Windows Explorer, but this time by pressing and holding the Ctrl+Shift keys on the keyboard. In this case, the indication will appear.
  • Another way to attach files is to Copy (Ctrl+C) the selected files in Windows Explorer and Paste (Ctrl+V) them in the list of files.

You can also use the shortcut key combinations:

Shortcut keyAction
Ctrl+OView file
Ctrl+EEdit file
Ctrl+AAttach file
Ctrl+LAttach shortcut
Ctrl+SSave selected file
Ctrl+Shift+SSave selected files in folder
Ctrl+NFor next audit
  • No labels