When additional documents are required to support your advice document, you can upload and link them to various sections of the Presentation.
How to Upload and Link Supporting Documents
Within a plan, navigate to the Presentation chevron
Within the Attachments tab, select Add Attachment
Drag & Drop the file or browse and select to upload
Add the File name
Select which area to link the document to and select Create
💡Note: The attachments accommodates the following file types
Documents (Word, PDF, and Excel)
Images (JPEG, PNG)
Maximum file size is 25 MB