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Manage report documents

Add, review, and manage multiple documents within a report using the document list field.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report document section​

Navigate to the report you want to update and scroll to the documents section where the document list field is displayed.

Open the report document section

Step 2: Review existing documents​

Check the current list of attached documents, including their names and any key details shown in the document rows.

Review existing documents

Step 3: Add a new document entry​

Use the "Add" or similar button in the document list field to create a new row ready for document details.

Add a new document entry

Step 4: Update document details​

Edit the fields for each document row, such as the document name or type, to ensure the report has accurate supporting information.

Update document details

Step 5: Remove an unwanted document​

Use the remove option on a document row to delete any document that is no longer needed for the report.

Remove an unwanted document

Step 6: Review the final document list​

Confirm that all required documents are listed correctly and that unneeded items have been removed before moving on.

Review the final document list

Last updated: 2026-09-01