How to Upload a Document to a Scenario?
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How to Upload a Document to a Scenario?
- 1 Minute to read
- Print
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- PDF
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Article Summary
This article provides a complete, step-by-step guide to uploading and attaching documents to a budget scenario. It explains how administrators can navigate to Scenario Setup, select the appropriate scenario, and upload files such as Word, PDF, Excel, or image formats. The process helps budget owners add and manage attachments across all budget scenarios efficiently, ensuring that all related documentation is centralized and accessible.
eddy_keywords: upload document, attach file, budget scenario, scenario setup, document management, Planful Administration
eddy_intent: How-to
eddy_questions:
- How do I upload a document to a budget scenario?
- How can I add an attachment for all budget owners in a scenario?
- How do I add an attachment for all budget owners in a scenario?
- What file types can be uploaded to a scenario?
eddy_synonyms:
upload = add, attach, insert
document = file, attachment
To upload the document to a scenario, follow the steps below:
Go to Maintenance > Administration > Scenario Setup to access the Scenario List page.
Select the Scenario for which you want to attach documents and click the More icon (three vertical dots).
Click Documents. The Document List page appears.
Click Choose File to upload a document. You can upload documents in various formats such as Text, Word, PDF, Excel, PowerPoint, and Images.
Note:
Click the title of the document to download the file.
Click the Delete icon of the document to remove it from the list.
Click Save. The attached document will be displayed in the list.
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