Team members can attach relevant documents to the main Unica Plan objects. An attachment is a URL, digital asset, or a file that you add to a Unica Plan object. You can add attachments to plans, programs, projects, invoices, approvals, and accounts.

Attachments can be organized by category. For example, your project might contain the following attachment categories.

  • Reference Materials
  • Vendor Forms
  • Offer Creatives
  • Deliverables

The attachment categories are set up in the template that is used to create the particular object.