Add documents

You can add documents to all strategic entities in your strategy: Pillars/ Initiatives/ CSF/Goals /KPIs. Documents are URLs associated with a file or web page that offers additional information to help the user have more details of the KPI and the strategy.  

 

1. Choose the strategic entity of interest in the Strategy Builder.

2. Click on its Options icon (three vertical dots); then click Edit

3. Select the Documents tab. 

4. Enter the document’s URL and Name

5. Click Add file reference and Save to finish: 

ssible to add comments on all strategic entities: Pillars, Goals, Objectives, CSFs, Initiatives and KPIs.