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Manage linked documents for a project

Link project documents so they are easy to access and displayed with readable titles instead of internal IDs.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the linked documents section​

From your project view, scroll to the linked documents section to see any documents that are already associated with this project or an empty state if none are linked yet.

Open the linked documents section

Step 2: Review existing linked documents​

Check the list of linked documents, which shows each document by its title and filename so that internal IDs are never displayed.

Review existing linked documents

Step 3: Start linking a new document​

Select the "Link a document" button to open the document picker and begin adding new documents to the project.

Start linking a new document

In the document picker, select one or more project documents you want to associate with this project; your selections will be stored as document IDs behind the scenes.

Choose documents to link

Step 5: Confirm and view linked documents​

Confirm your selection to return to the linked documents section, where the new documents appear in the list with friendly titles and filenames instead of raw IDs.

Confirm and view linked documents

Last updated: 2026-06-12