---
schema_version: "1"
id: 7ac53b0b72f4a8e8ecbc8e17b86b6f6ee4a6f23fff0343bb8f8e6642a5623058
title: Attach Files to Action Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_attach_files.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_attach_files.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5adb8949eaaef585ad00c1c4484fd43e4f28688db13c78f0a000cc73ef17109e
description: Attach files to an action plan to reduce the overhead of attaching the same file or business collateral multiple times to various tasks of the same action plan.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Attach Files to Action Plans

Attach files to an action plan to reduce the overhead of attaching the same file or business collateral multiple times to various tasks of the same action plan.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. <a href="https://help.salesforce.com/s/articleView?id=action_plans_editions_permissions.htm&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d2590e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2590e64 ">To configure Action Plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2590e64 ">
              <p>Action Plans permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data </p>
            </td>

          </tr>
        </tbody>
      </table>

The standard Salesforce file upload limits are applicable.

1. Open the action plan to which you want to attach files and click the **Related** tab.
2. In the **Files** section, attach your files.
    - To attach files from a local drive, click **Upload Files**.
    - To attach files from a shared drive, click **Add Files**.
    - Drag a file from your system into the file selector drop zone.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/images/icon_note.png)
        
        Note You can drag multiple files, but not a folder.

#### See Also

- [Show Action Plan Items in the Printable View](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_display_items_in_printable_view.htm&release=264.0.0&type=5 "If you want the printable view to show tasks, document checklist items, and files, edit the Action Plan page layout. Then add the Tasks and Document Checklist Items related lists to the page layout.")
- [_Salesforce Help:_ File Size and Sharing Limits](https://help.salesforce.com/s/articleView?id=experience.collab_files_size_limits.htm&type=5&language=en_US)