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Succession Plan – Is it possible to add attachments in the “Plan Info” section?

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Hi everyone,

we’re working with a customer on Succession Planning and we have a question about the “Plan Info” section of a Succession Plan.

The business requirement is to attach supporting documents (e.g. PDFs, presentations,) directly in the Plan Info section of the Succession Plan, so that HR can access all relevant material from a single place.

Could you please confirm:

  • whether it is currently supported to add attachments in the Succession Plan Info section and
  • if not, whether there is any recommended workaround or an existing enhancement on this topic?

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