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Manage stakeholder documents

View and manage documents linked to a stakeholder, and understand any compliance document gaps.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Documents tab for a stakeholder​

Navigate to the stakeholder detail view and select the Documents tab to see all files associated with that stakeholder.

Open the Documents tab for a stakeholder

Step 2: Review required documents for a company​

For company stakeholders, check the Required documents section to see which compliance documents are already on file and which are still missing.

Review required documents for a company

Step 3: Add a document to meet a requirement​

Use the "add document" option beside a missing requirement to pick an existing document or upload a new one, and link it directly to that requirement.

Add a document to meet a requirement

Step 4: Review all linked documents​

Scroll to the Linked documents list to see every document currently associated with the stakeholder, including key details such as name and type.

Review all linked documents

Use the document picker in the Linked documents section to add more files to the stakeholder, or remove links that are no longer relevant.

Link or unlink additional documents

Step 6: Understand authored documents​

For company stakeholders in a project, note any documents authored by the organisation that are automatically shown and counted but cannot be unlinked.

Understand authored documents

Step 7: Recognise limitations for individual people​

When viewing a person stakeholder, read the empty state message explaining that personal document linking is not yet supported, rather than assuming no documents exist.

Recognise limitations for individual people

Last updated: 2026-07-07