Work Paper Functions - Add an Attachment to a Work Paper

Team members may link multiple files (word, excel, pdf, etc.) and/or URLs to a work paper to document their project efforts and substantiate their work.

1. Access the work papers.

   There are several ways within the Governance Portal to access work papers. The two most common paths are through the Action Items List and the Internal Audit tab. The Action Item list is the quickest and easiest way for most users.

   1. Via Action Items List
      1. Expand the Favorites & Action Items tab in the left navigation pane.
      2. Expand Action Items.
      3. Expand Work Papers.
      4. Click General Tasks (#).
      5. Click the project name.
      6. Click the Status link for the work paper type.
   2. Via Project Tab
      1. Select the Default GRC context from the context menu.
      2. Click the Projects tab.
      3. Select Pending, Current, or Complete from the Execution group.

         

      4. Click the project name from the project hierarchy tree.

         

      5. Click Expand in the Project section to view the project attributes.

         

      6. Click the Status link for the work paper type in the Project Activity section.

2. Click the work paper status link where you wish to link attachments.
3. Click the Attachments tab.
4. Click Add in the Attachments section.

   

5. Enter a title and any necessary comments.
6. Click Browse to locate a file on your computer or server. Or enter the URL.

   Note: The URL format must be http://www.protiviti.com.

7. Upload Attachment to Sharepoint (Optional): Mark the Upload to SharePoint checkbox and select the document library where the attachment will reside from the drop-down menu.

   Note: This option is only available if you are using the SharePoint feature to manage and edit attachments. For more information, see Manage Attachments Using Sharepoint.

8. Click Upload.