Configure section content using the unified document picker
Use the unified document picker to choose what content goes into each report section, combining uploaded, synced, report and generated documents.
This guide is designed for project manager.
Steps
Step 1: Open the report section that needs content
Navigate to the report you are preparing and scroll to the section whose content you want to configure; the section content panel is shown with its title, description and any available actions.
Step 2: Review the section header and actions
Check the section label, description and whether Quick create or Generate buttons are available so you know which content options you can use for this section.
Step 3: Choose a content source in the document picker
In the document picker area beneath the header, select the desired source filter (such as reports, uploaded files or synced documents) to narrow down the content you want to attach.
Step 4: Select one or more documents for the section
Pick as many relevant documents as needed from the filtered list; your selections are added as a list of items linked to the section.
Step 5: Use Quick create to add a new report item (optional)
If the Quick create button is available, click it to create a new report-backed item and have it automatically added to the section content.
Step 6: Generate new content with the agent (optional)
If the Generate button is available, click it to have the agent create new content for this section, which is then added alongside any existing selected documents.
Step 7: Confirm the section content selection
Review the list of chosen and generated documents to ensure the section contains everything it needs; your choices are saved and will be resolved when the document is generated.
Last updated: 2026-07-23