Skip to main content

How to Add a Document to an Action - new UI

Workaround for Attaching Files to an Action Using Links

Mike Patterson avatar
Written by Mike Patterson
Updated over a month ago

Since documents can't be added directly to an Action, you can use this workaround to include them via a link. Here's how to do it:"

  1. First, upload the document or folder into the Governance Repository -How to upload

  2. Open the file or folder, click the three-dot menu on the right, and copy the link.

3. Next, go to the Action List in the left-side navigation. Search for the action, click the three dots, and select 'Edit'

4. Highlight the text where you want to add the link, then select the link tool from the menu.

5. Paste the link into the URL field

  • You can choose to open the link in the current window or open it in a new window.

  • then click Save.

6. Save your action, and the link will appear in your Action.

Did this answer your question?