Creating a General Attachment

Create a general attachment to define the path to a file that supplements the information of one or more SDSs. After you create the attachment, users at your site (whether the Corporate site or a local site) can add it to one or more SDSs; see Adding a General Attachment to an SDS.

Note: One part of creating a general attachment is selecting its attachment category. Therefore, before you create an attachment, ensure the category intended for this new attachment is already defined in your system. (See Creating a General Attachment Category.) After you create a general attachment, you cannot change its category.

To create a general attachment:

Starting at the administrative Attachments page (How do I get there?), do the following:

1. In the menu on the left, under DATA > Attachments, click New Attachment.

The New Attachment page opens, showing fields for defining the new attachment.

2. Enter the new attachment's properties:

● Attachment Name: The new attachment's name.

● Description: A helpful description of the nature or purpose of the attachment.

● Path: The attachment's file path on a shared/network location accessible to the Comply Plus server. (File paths on a workstation's local drives are not valid.)

● Category: The attachment's category. (Select this carefully; it cannot be changed later.)

3. Click Save in the lower right.

The new general attachment is saved. You are returned to the administrative Attachments page, which now shows the new attachment. Users at this site can now add this attachment to SDSs. (See Adding a General Attachment to an SDS.)