Video - InEight Progress - Add Attachments to a Daily Plan

TRANSCRIPT

Welcome to InEight Progress.

In this video, you'll learn how to add attachments to a daily plan.

You can attach PDFs, files from InEight Document, or external links to a daily plan.

These attachments will be available on the web or through Progress Mobile and can be copied over to new daily plans.

Web Version

To get started, open a daily plan and click the Links and Attachments icon.

Here you can access and filter your links and attachments.

To add a new attachment, first click the Add icon.

Select this tab to upload a PDF from your computer.

Select your file, and enter a title for the document, then click Upload.

To associate a file from InEight Document, click here.

Select the files you want, then click Link from InEight Document.

This link will take you directly to the most recent version of the document.

Finally, you can add a link to an external URL by clicking here.

Add your title and input the web address.

Your links and attachments can now be viewed anytime you access your daily plan.

Mobile Version

To view your attachments on the mobile app, tap here and select View Attached Files.

To add a document directly from your device, tap here.

Now you've learned how to attach links and documents to a daily plan.

Thanks for watching.