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- Add or link files to Heads Ups
Add or link files to Heads Ups
Learn how to add or link files from Documents to Heads Up via the web app and mobile app to make information easier to access.Why add files to Heads Ups?
Adding or linking files helps provide useful context that makes your Heads Ups clearer and more actionable. This allows you to include references or visuals that make your message easier to understand. With everything in one place, your team can easily access, follow, and act on important updates.
What’s the difference between adding and linking files?
Add files to upload new and independent attachments specific to a Heads Up, or link files when you want to reference existing files from Documents such as manuals, records, or certificates to make them easily accessible whenever needed. You can quickly view your files without leaving the Heads Up, so everything stays in one place. This helps cut down on searching through folders and makes sure everyone has what they need, when they need it.
By choosing whether to add or link, you can share information in the way that best fits your workflow while keeping your team informed, consistent, and aligned.
Qué necesitará
"View" file access at a minimum to link files
Add files to a Heads Up
Select
Avisos in the sidebar or select it in 
Más.Click
Crear un Aviso on 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 examinar to select files.
In the pop-up window, click Upload.
Drag your files or click Examinar to select files.
Open the mobile app.
Tap Inicio at the bottom of your screen.
Tap
at the lower-right of your screen and select Crear un Aviso.Tap
Añadir archivos multimedia and select the following:To take a photo: Tap Tomar foto and proceed accordingly. Tap Siguiente at the upper-right of your screen and tap Hecho.
To upload an image: Tap Biblioteca de fotos, select your images, and tap Añadir at the upper-right of your screen.
To take a video: Tap Capturar vídeo and proceed accordingly. Tap Subir vídeo.
To upload a video: Tap Biblioteca de vídeos and select your video.
To attach a file: Tap Añadir archivos, select your documents, and tap Abiertos at the upper-right of your screen.
Link files to a Heads Up
Select
Avisos in the sidebar or select it in Más.Click
Crear un Aviso on the upper-right of the page or edit a Heads Up.On the left-hand side of the page under "Add Media", click examinar to select files.
In the pop-up window, select the files you want to link.
Click Añadir.
Linking files from Documents is only supported on the web app.
Haga clic en Novedades y seleccione hasta 2 funciones con las que desee vincular Documents. Sus comentarios ayudarán a dar forma al futuro de Documents.
Preguntas frecuentes
The Heads Up will remain linked to the version that was created at the time. You will need to create a new Heads Up if you want to link the new version.
Anyone assigned to the Heads Up can see the file even if they do not have “View” file access.
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