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Link supporting documents to a workspace item

Link newly submitted or existing documents to a specific workspace item so they are visible in the RAMS review context.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the workspace item details

Navigate to the relevant project, then open the workspace item so that its full detail view is displayed.

Open the workspace item details

Step 2: Open the document linking panel

In the item detail view, go to the documents section and choose the option to link or manage documents for this item.

Open the document linking panel

From the list of available documents, tick the checkboxes for the new documents you want to associate with this workspace item.

Select new documents to link

Step 4: Confirm linking the selected documents

Confirm your selection to link the chosen documents; only the newly selected document IDs are added, and existing links remain intact.

Confirm linking the selected documents

Step 5: Review the updated document list

Check the documents section for the workspace item to verify that the newly linked documents now appear alongside any documents that were already linked.

Review the updated document list


Last updated: 2026-09-01