Calculations

Add attachments to a calculation

Attach supporting documentation, files, or external links to a sheet or cell within a calculation to keep all relevant information in 1 place.
You can attach supporting documentation to a sheet or an individual cell within a calculation. Attachments can be common file types or links to external websites. You are not limited to physical files and can add as many attachments as you need to a calculation.
A consolidated view displays all attachments used across your calculations in 1 place. Each attachment supports a maximum upload size of 120 MB. You can still upload files larger than 120 MB, but you must download them to view them, as the system doesn’t support online preview for these files.
Similarly, you can upload Excel files containing 250,000 cells or more, but you must download them to view them as the system doesn’t support online preview for these files either.

Attach a file to a calculation

  1. Open the calculation that will contain the attachment.
  2. Select the notes icon on the toolbar, then select
    Add Attachment
     from the list of options.
  3. On the Add Attachment page, select the
    Add File
     button.
  4. Drag and drop the file, or select
    Browse for File
     and go to the file location on your computer.
  5. Use the dropdown to indicate whether the file is to be added at the cell level or sheet level.
  6. Select the
    OK
    button.

Attach a link to a calculation

  1. Open the calculation you want to add an attachment to.
  2. Select the note icon from the toolbar, then select
    Add Attachment
     from the list of options.
  3. Select the
    Add Link
     button.
  4. In the
    Link Name
     field, enter a name to identify the link.
  5. In the
    Address
     field, enter the URL. You can also add an optional comment in the
    Comment
     field.
  6. Use the dropdown to indicate whether the file is to be added at the cell level or sheet level.
  7. Select the
    OK
     button.

View or open attachments

A small paperclip icon in a cell or sheet indicates that an attachment has been added.
To open the attachment, select the paperclip icon to view the attachment.
note
If the attachment is a link to an external web page, a pop-up prompts you to confirm you want to continue. Select the
OK
 button.

Delete links or attachments

  1. Right-click a calculation or workpaper with an attachment icon, or a workpaper cell with a triangle in the corner and select
    Attachments
    .
  2. Select an item in the grid and then select
    Delete
    .
  3. Select
    OK
    .
  4. Select
    Save
     in the toolbar.

This article applies to:

  • Product: ONESOURCE Trusts