How to Use Attachments in VisPlan

Attaching Documents, Files, and Links to VisPlan Objects

VisPlan allows you to supplement objects like Capabilities, Ambitions, Actions, Focuses, and Objectives with files, documents, and links. Here’s how:

Attach Documents and Files

• Navigate to the desired object in VisPlan
• In the sidebar, click on the three dots/ellipsis.
• Select Attach File.

• The current channel’s Files (Document library) will open by default.
• From here, you can:
  • Choose an existing file, then click Open

Upload a file from your computer.

• On the left side, select Upload (1) or ‘Add a link’.
• Choose to which folder to upload the file (2) and the Choose file (3) to browse your local computer
• Select your local file and click Open and in the dialogue click Add File.

Note: VisPlan uniquely identifies Microsoft Office Documents like Word, Excel, PowerPoint and also PDFs. This ensures that even if the files are relocated within Teams’ folders or the Team’s name change, the link remains consistent. To enable this for all file types see : Enable Document IDs for All File Types

Add a Link

• You can choose to add a link to any online resource you wish to reference.
• In the previous dialogue, select Add a link.
• Paste the URL and enter a short descriptive name for the link.

Note: Web links can become obsolete, especially if managed by third parties.

Working with Attachments

Open Attachment

• Click the object in the plan
• In the sidebar, locate and click the clip icon.
• Hover over the file name.
• Click Open

The attachment will open in your default browser. If you’re not logged into Microsoft 365, you’ll be prompted to sign in.

Remove Attachment

• Click the object in the plan
• In the sidebar, locate and click the clip icon.
• Hover over the file name.
• Select Remove attachment.

Important: This action only removes VisPlan’s link to the file. The original file remains untouched in the Team’s files/Document library.

Enable Document IDs for All File Types

Although unique IDs are automatic for the Microsoft 365 file types, they can be enabled for other formats too.

You need to manually activate the SharePoint site collection feature to generate Document IDs (Unique Document ID).

Please consult your local SharePoint Administrator to help activate the Document ID Service referred to in this article: Microsoft- Enable and configure unique Document IDs