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Manage annex section content for generated reports

Use a unified document picker to choose which documents appear in a specific annex section of a generated report.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the annex section in your report​

Navigate to your report and scroll until you see the "Annex 3: Risk Assessments" heading for the section you want to populate.

Open the annex section in your report

Step 2: Locate the section content area​

Find the content area under the heading, identified by the annex name, which acts as a stable anchor when you scroll or follow links within the report.

Locate the section content area

Step 3: Search for relevant documents​

Use the "Search…" field in the universal document picker to find risk assessment documents from any connected source.

Search for relevant documents

Step 4: Select documents to include in the annex​

From the search results, select the documents you want to attach so they are included in the generated annex section of the report.

Select documents to include in the annex

Step 5: Confirm your selected content is saved​

Check that your chosen documents remain listed in the picker for "Annex 3: Risk Assessments", confirming that the section content is ready for quick create and generate actions.

Confirm your selected content is saved

Last updated: 2026-07-23