Document attachments connect your policies, procedures, and other important documents directly to physical locations like buildings and rooms. Staff can access the right information exactly where they need it—whether viewing a location on their computer or scanning a QR code on-site. Child locations (like rooms within a building) automatically inherit documents from their parent locations, so you don't need to attach the same fire safety policy to every room individually.

You need the Manager role for the Premises module to attach documents. Documents must already exist in your document library. If you don't see Attach Documents, ask your site administrator to update your permissions in Settings > User Management.

Documents appear in the location's Documents section immediately. Staff can click any document name to view it.

By default, attached documents require users to be logged in. You can make specific documents publicly accessible via QR code scanning—useful for emergency procedures or visitor information.

Anyone who scans the location's QR code can view that document without logging in.

Can I attach the same document to multiple locations? Yes. A document can be attached to as many locations as you need.

Do I need to attach documents to child locations separately? No. Child locations automatically inherit documents from their parents. You only need to attach location-specific documents directly to child locations.

What happens to attached documents if I move a room to a different building? Documents directly attached to the room stay with it. Inherited documents will reflect the new parent building's documents.

Why can't I see the Attach Documents button? You need the Manager role for Premises. Contact your site administrator to request this access.