Attachments
This article explains how attachments work in Model Reef.
You will learn:
What kinds of files you can attach.
Where attachments can be added.
How attachments support documentation, review and audit.
Attachments keep evidence and context close to the assumptions they support.
What you can attach
You can upload files such as:
PDFs (for example contracts, board packs, loan agreements).
Spreadsheets and CSV files.
Images (for example screenshots or charts).
Other relevant documents that help explain or justify assumptions.
Attachments are stored with the model and associated with specific objects.
Where attachments can be added
Attachments can be linked to:
Variables and drivers, to document the source of numbers.
Branches, to document entity or project level materials.
Data Library entries, to show source data or methodologies.
This makes it easy to find the documentation relevant to a particular assumption or part of the model.
Roles and access to attachments
Permissions behave as follows:
Owners and Editors
Can upload, update and remove attachments on objects they can access.
Viewers
Can view and download attachments on objects they can access.
Cannot upload or delete attachments.
Branch level permissions still control which attachments are visible to each user based on where the attachment is linked.
Best practices for attachments
To use attachments effectively:
Attach key source documents to the variables they support.
Include a note summarising what the attachment contains and which numbers it supports.
Keep naming consistent so that it is clear which version of a document is current.
Remove obsolete attachments if they are replaced, or clearly label them as superseded.
This improves auditability and reduces time spent searching for source documents.
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