Adding attachments to assessment

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • You may have documents or image files that provide additional information for the assessment, you can attach these documents to assessments in the open state. These documents and image files can be added as attachments to the assessment for reference.

    Avant de commencer

    Role required: sn_smart_asmt.actor

    Procédure

    1. Navigate to your workspace and then to your list of assessments.
      Here’s an example of how to navigate to this list in the Compliance Workspace.
      1. Navigate to All > Policy and Compliance > Compliance Workspace.
      2. Select the tasks icon (Tasks icon.).
      3. Select the Control attestations on the left panel.
      4. In the My pending tasks related list, the assessments are displayed.
    2. Select the assessments in which you want to add the attachments.
    3. From the contextual sidebar, select the Attachment icon Attachment icon..
      The Attachments sidebar appears.
    4. Select the Select file button.
    5. Select a file from your local computer and select Open.
      The selected file appears in the Attachments list.
    6. Repeat the process to add multiple attachments.