Knowledge Base/Help Categories/Files

How do I upload, attach, or remove files?

Stephanie Morgan
posted this on October 13, 2011 02:58 pm

Files can be uploaded and attached several different ways depending on which section of RiskKey you're working with.

Risk Assessments When working with Risk Assessments, you must be under the "Assessments" tab, and under a "Risk Category." For instance, your screen should look something like this:

1Attach_Files_to_Assessments_normal.jpg

From here, click on the add/remove attachmentslink. (Scroll to the bottom of this page for additional instructions.

Objectives When working with Objectives, you must be under the "Objectives" tab, and under a "Risk Category." For instance, your screen should look something like this:

2Attach_Files_to_Objectives_normal.jpg

From here, click on the add/remove attachmentslink. (Scroll to the bottom of this page for additional instructions.

Document Requests When working with document requests, you must be under the "Files" tab, and under a "Risk Category." For instance, your screen should look something like this:

3Attach_Files_to_Request_Docs_normal.jpg

From here, click on the add/remove attachmentslink. (Scroll to the bottom of this page for additional instructions.

Additional Instructions Regardless of the section of RiskKey you're working with, clicking theadd/remove attachments link will produce the box pictured below:

4File_Attach_Box_normal.jpg

From here you can view the files that have already been attached. You attach files that have already been uploaded. Or, you can upload new documents. From this screen you can also detach, view, and delete files by hovering your mouse over each file.