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Search and select a report document

Use the searchable document selector to quickly find and choose the correct report document from a long list.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document selector​

Open the report screen where the document selector appears and click into the document field to display the dropdown list of available documents.

Open the document selector

Step 2: Search for a document by name​

Start typing the document name or keywords into the search box; the list of documents filters automatically to match your search text.

Search for a document by name

Step 3: Review matching documents​

Scroll through the filtered results, checking document names and any supporting details to confirm you have located the correct report document.

Review matching documents

Step 4: Select the required document​

Click on the desired document in the list to select it; the selector closes and the chosen document is now shown as the active selection.

Select the required document

Step 5: Confirm the document is applied​

Verify that the selected document is now associated with your report or form section before continuing with any further reporting actions.

Confirm the document is applied

Last updated: 2026-09-01