Step 4: Link or add General Documentation

Add General Documentation relating to the Support Plan

As a support plan participant with edit access, you are able to add general documentation relating to the support plan. You can add an S2S record, an attachment, or a link

Add S2S Record

Click on '+ S2S Record' to add an alert or another support plan

Add Attachment or Link

Click on '+ Attachment or Link' to add an external document or link relating to the support plan

Browse to the location on your hard drive

Add some notes regarding the attachment

Click 'Ok'