Manage linked documents for a project item
Use the Linked Documents section to view, add, and remove documents associated with a project item without dealing with raw file IDs.
This guide is designed for project manager.
Steps
Step 1: Open the Linked Documents section
Navigate to the relevant project item (such as a package, component, or stakeholder) and scroll to the Linked Documents section to see any documents that are already linked.
Step 2: Review existing linked documents
Check the list of linked documents, including each file name, type label or thumbnail, and last updated date; select a row if you want to open a document in a new tab or detail view.
Step 3: Add a new linked document
Click the "Link a document" button to open the document picker, search or browse for the appropriate file, and confirm your selection to link it to the current project item.
Step 4: Link multiple documents at once
When multiple selection is enabled, pick more than one document in the picker to create several links in a single action, then confirm to update the list.
Step 5: Retry loading document details if there is an error
If any document fails to load or resolve, use the retry control in that row to attempt to fetch its details again instead of removing and re-adding it.
Step 6: Remove a linked document
Use the remove icon on a document row to unlink that document from the project item; the list updates immediately and will roll back automatically if saving fails.
Step 7: View a read-only list of system-linked documents
In read-only contexts, review the linked documents without any add or remove controls; you can still open individual documents where navigation is available.
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Last updated: 2026-08-23