Moving documents living in the "Documents" section of Power DMS to the "Assessment" section of Power DMS.

I think I understand what you’re saying, but maybe not.  In your assessment, click “add new attachment” and for type select “PowerDMS Document.”  Then select your document and the checkbox of where you want to attach it.  After that you can make highlights, rename, etc.

1. Navigate to your assessment
2. Navigate to the standard that you wish to attach the document to.
3. Click the “Add new Attachment” Link on the right side to the page.
4. Use the drop drop box to select PowerDMS document
5. Below that is a field named “Attach a document”
6. Click the drop down box and find your file
7. Click on the check boxes identifying the document as directive or a proof
8. Hit the green save button on the right side of screen

In your Assessment, select the standard you’d like to add a Document to. Then choose “Add New Document” and in the dropdown for document Type, choose PowerDMS Document.

Choose the Document from the “Attach a Document” dropdown, add the notes, choose the role, and click Save.

I believe this is a one-by-one process. I don’t know of a way to do a mass upload of documents and have them sorted within your Assessment.

I hope this helps.

You don’t “move” them to the assessment. You attach the appropriate document to the standard it applies to. Open the standard in the assessment. Go to the Attachments tab and “add new attachment” using “PowerDMS Document”  as the Type option. Start typing in the name of the document that applies in the “Attach a document” select field. Once you select the one you want, title it in the Notes field, set the role if other than Accreditation Manager and save it. You an then add  highlights as needed.

​@ChiefJFS ~ 
 

  Here is a quick resource that walks you through adding various attachment types to your assessment. 

You’ll see it is part of an 8 part series (other series videos or linked within the article below part 4 for additional reference). 

Hope this helps!

It looks like everyone here has answered your how-to question to get your policies attached to the standards. I want to let you know I posted lots of free helpful tips, that include how to do this and many other things you’ll come up to as you build your files. if you’re interested in checking them out. My public PowerDMS site is: https://public.powerdms.com/theacademy