Add Files to a Plan

If you need your team to access files for your services, you can attach them to the plan. Choose the frequency of use to determine where to attach the file.

One Time Use

Some files only apply to one service, such as announcements or stage layouts. Attach those types of files to the plan.

• For files that pertain to the whole plan, expand the Files section and select Add.

  

• For files that pertain to a specific item in this one plan, select the item and add the file to the Files tab on that item.

  

Caution

Files added to the plan will still take up space in your file storage, even after the plan has passed. Once the plan date has passed, you can delete the files from the plan to save space in your account.

Link to Song and Media Files

When you add songs or media to your plan, you can link the item to a song or media from the libraries, which makes any files associated with that song or media available to the scheduled people.

To make song or media files available in a plan, add a song or media item to the order.

You can also add a song or media file to an existing item from the corresponding tab in the item.

Tip

If you want to add a media file that isn't part of the order, set its length to 0, make it a pre-service item, and drag it to the top or bottom of the order.

Unlink Songs and Media

If you use a song or media file multiple times in your order but don't need the files linked multiple times, you can unlink them from an item.

Select an item to edit it. Select the red minus sign in the linked song section to unlink a song.

Select the red minus sign in the Media tab to unlink a media item.

Notice

When you remove a file from an item, you are not deleting the file from the database; you are just unlinking it from the attached item. For instructions on deleting files from songs or media items, see Archived Media or Song Attachments.

Regular Use

Some files are used every time a plan is created, such as a startup and shutdown procedure. Those files need to be added to the Service Type. Select Settings from the Service Type gear menu.

From the Settings page, click Add in the Files section.

Files added here will be accessible on a plan from the Files section.

Delete Files

When you delete an attachment, it will no longer be available in Services.

Delete Plan or Service Type Files

Hover over the attachment file and select the pencil icon.

Select Delete to remove the file.

Delete Item Files

From the Files tab in the item, hover over the file and select the pencil.

Select Delete to remove the file.