Search for and insert a document reference
Use the inline document search popover to quickly find and insert references to project documents while working in an editor or comment.
This guide is designed for project manager.
Steps
Step 1: Open the document search popover
Click into the editor or comment field and select the inline control (for example, type @ or click the insert document button) to open the document search popover anchored to your cursor.
Step 2: Search for a project document
In the popover, start typing the document name or keywords to filter the list of documents for the current project; matching documents appear in the panel below the search box.
Step 3: Refine and review the document list
Scroll through the filtered results and review any additional labels or indicators that appear next to each document, which may show scope, status, or other notes configured for your workspace.
Step 4: Select a document to insert
Click on the document you want to reference; the popover will close and the selected document reference is inserted into your editor or comment at the current cursor position.
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Last updated: 2026-08-31