Link or "Attach" a Document in the Compass Section


1. Introduction

You can add a document to the element as a link. To do this, the document should be saved online (in our Documents app or another file hosting service -- Google Drive, Office 365, your website, etc.) To use Causey's Documents app to host a document, follow all of the steps in the order below. If using another file hosting service, begin at step 5.

Introduction

2. STEP 1

Navigate to the Documents app

STEP 1

Go to New Category

STEP 1

In the New Category

STEP 2

Select an existing category

STEP 2

Or create a new category called "Elements" and Save.

STEP 2

3. STEP 3

Upload an attachment by choosing "Add Attachment."

STEP 3

You can also name the attachment here

STEP 3

And save it by clicking on "Upload"

STEP 3

4. STEP 4

Once named and uploaded, open the document.

STEP 4

5. STEP 5

Right-click on the attachment name (e.g., "Ohio Food Bank Operation") and copy the URL to your document.

STEP 5

6. STEP 6

Back in the Strategy app, select the Edit Element button for the element.

STEP 6

7. STEP 7

On the Edit Element form, enter the text for the document in the description. Highlight that text

STEP 7

Then select the link button to add the URL.

STEP 7

8. STEP 8

Paste the URL from your clipboard, select "Link" and then "Save".

STEP 8

The document will now be a link in the plan's element.

STEP 8

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