Why add files to Heads Ups?
Adding or linking files gives your team the context they need to understand and act on your message. Include references, visuals, and supporting documents directly in the Heads Up so important information stays organized and easy to access in one place. You can also require assignees to sign linked files before acknowledging the Heads Up to help confirm they’ve reviewed the content. Signatures create a clear record who reviewed each file, helping your team maintain accurate records and support compliance requirements.
You can require signatures on linked files to ensure assignees review important information before acknowledging the Heads Up.
What you'll need
Add files to a Heads Up
Select Heads Up in the sidebar or select it in More.
Click Create Heads Upon the upper-right of the page or edit a Heads Up.
Drag your files to the "Add media" section on the left-hand side of the page or click Browse to link or upload to select files.
In the pop-up window, click Upload.
Drag your files or click browse to select files.
Link files to a Heads Up
Select Heads Up in the sidebar or select it in More.
Click Create Heads Upon the upper-right of the page or edit a Heads Up.
On the left-hand side of the page under "Add media", click Browse to link or upload to select files.
In the pop-up window, select the files you want to link.
Turn “Require signature” on or off, if you want users to add a signature before acknowledging a Heads Up.
Click Add.
Linking files from Documents is only supported on the web app.
Click What's next and select up to 2 features you want Documents to link with next. Your feedback helps shape the future of Documents.
