Attachments in Documents

Using attachments allows you to link files outside of the Workiva platform directly in your documents.

Attach a File to Text

To attach a file to a document:

1. Select the text you want to attach a file to.
2. In the Attachments panel, click the Upload File icon.
3. Choose a file.
4. Click Open.

Light orange highlights in the text indicate an attachment. If there are multiple references, selecting a reference in the Attachments panel highlights the associated text.

Each attachment also includes a label. Click and drag the label to move it around the page.

To change the label's text, rename your attachment in the Attachments panel. You can rename the attachment to change all labels or just a specific reference.

After you've uploaded an attachment, you can create additional references to it in your document:

1. Select text in your document.
2. Find the file in the Attachments panel and click the arrow .
3. Choose Add Reference.

The number in parentheses next to the file name indicates the number of times that attachment is referenced in your document. 

Use Placeholders

You can save a place for future attachments in your document using placeholders. Placeholders and their references appear in the Attachments panel, where you can upload a file at any time.

To add a placeholder to your document:

1. Select the text you want to attach a placeholder to.
2. In the Attachments panel, click the arrow next to the Upload icon.
3. Select Create Placeholder.

Placeholders work just like normal attachments. You can rename or add additional references by clicking the arrow next to the placeholder’s name.

When you are ready to upload the attachment, select Upload File from the menu.

Modifying Attachments

Use the menu in the Attachments panel to edit your file, including renaming and replacing existing attachments. You can also delete attachments from this menu.

You can use the Expand and Collapse icons to show or hide the reference information for each attachment. Use the Filter options to see attachments for your entire document or just the selected section. 

Download Attachments

You can download your attachments individually or as a packaged .zip file.

To download an individual file, select the file in the Attachments panel and select Download File from the menu.

To download all of the attachments in your current section, select Download Section Attachments at the top of the panel. This creates a .zip folder containing all of your attached files.