Why this matters

Linking files directly inside a section keeps supporting information in context and reduces back-and-forth. It ensures your team can access the right attachments exactly where they are needed.

Various file types can be uploaded or linked within a section.

How to upload and link a file

  1. Highlight the text you want to hyperlink.
  2. Select the More Rich option within the section tools.
  3. Select the Upload File option.
  4. Drag and drop the file into the Drop File area.
Upload file option in Plannerly Docs section

Note Hyperlinks become active (clickable) once the section status is set to Shared or Published.