Sharing documents in your activity helps organize the
files needed to complete your goal in one place. Add a link from an
entry or to-do item to a file or folder. Attach a file to an entry
or to-do item.
Before you begin
You can add a link or attachment while creating a new entry
or to-do item or to an existing entry or to-do item. To update an
existing entry, click More to display the entry
details and then click Edit. To update an existing
to-do item, click More to display the to-do
item details and then click .
About this task
Attaching files to an activity stores the file in the
activity. Files attached to an activity can only be accessed by members
of the activity.
Procedure
- Click Attach file to upload a file
into the activity.
Files that you attach are
uploaded to the activity and stored within the activity. The files cannot be shared outside the
membership of the activity. The contents of files that are uploaded to activities are not
searchable. If you want to upload a file that you can share with a wider audience later, add the
file to the Files application. You can add a link to a file or folder in the Files application from
the activity entry to share it with the activity members. Files that you attach to an activity entry
are stored within the activity.
Note: The default maximum size limit for file
attachments is 10 MB, but this value can be changed by your administrator.
- Click to add a link to
a file.
Select the file to link to. The files available depend on what is deployed in your environment. For
example, if the Files application is deployed in your environment, then you can create a link to a
file stored in the Files application. If a Linked Library is available for your deployment, then you
can create a link to a file stored in the library. If you select to create a link from
My
computer, the file that is selected is uploaded to the activity and a link is created.
Note: If the Files application is deployed or Linked Libraries are enabled, My
computer is unavailable.
- Click to add a link
to a folder.
The folders available depend on what is deployed in your environment. For example, if the Files
application is deployed in your environment, then you can create a link to a folder created in the
Files application. If a Linked Library is available for your deployment, then you can create a link
to a folder stored in the library.
- Add a link to a file or folder in the description of the
entry or to-do item. You can also add links in the description
field. Use the link icon in the Description toolbar
to add a link.