To upload and link a document to your checklist items in FloQast, click on the paperclip icon under the "Actions" column. You can utilize this feature from either the Folders tab or the Checklist tab.
Clicking this icon opens a window where you can click to browse and select your file. You can select one file or multiple files at once. You can also drag and drop your files here:
Clicking "Browse File" will launch your computer's File Explorer. You can upload a file, or files, from anywhere- it doesn't matter if you have it stored locally or somewhere in Cloud Storage. Note that you cannot have 2 files with the same name as uploading a file with the same name as another file, in the same process folder returns an error.
You will see a number displayed on the document icon if there are any linked documents (just like you have always seen the number of Review Notes displayed).
You can click on the icon to display:
- The name of the document(s) uploaded
- The date the document was added
- The person who uploaded the document. If multiple documents are added at once, they'll be grouped under the uploaders name.
- The option to browse/add another document to that checklist item
- The trash can icon to delete the document (unavailable if folder is locked)
The documents that you link to Checklist items will be automatically added to a brand new folder in your Cloud Storage. A subfolder named "Linked Documents" will appear in the process folder in which you added the document.
For example, the document above was added to a checklist item within the 09 Accrued Liabilities folder in the September 2025 period for the "FloQast Taiwan" legal entity, so the document would be located here in Cloud Storage (OneDrive, Sharepoint, Google Drive, etc.):
- FloQast > FQ - FloQast Taiwan > 2025 > September 2025 > 09 Accrued Liabilities > Linked Documents
All documents that are linked to Checklist items within this specific process folder will be added to the same Linked Documents subfolder. Please note that you cannot attach the exact same file to multiple checklist items within the same process folder, as your Cloud Storage Provider will prohibit the same filename from repeating in the Linked Documents folder.
For controls purposes, a user cannot attach new documents to checklist items or delete attached documents in locked folders.