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Select evidence documents for a project requirement

Use the document picker to search for and attach one or more existing project documents as evidence to a required item.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the evidence document picker​

In the Required Items tab, locate the evidence field and select it to open the document picker popover for your current project.

Open the evidence document picker

Step 2: Filter documents by category​

If category chips are shown, select a category to narrow the list to matching documents, or clear the selection to see all available documents again.

Filter documents by category

Step 3: Search for a document by name or keyword​

Start typing a document name or relevant keyword in the search box and wait for the list to update with matching project documents.

Search for a document by name or keyword

Step 4: Attach a single evidence document​

In single-select mode, choose the most appropriate document from the search results list to attach it as the evidence for this required item.

Attach a single evidence document

Step 5: Attach multiple evidence documents​

In multi-select mode, select documents one by one from the results; each selected document is added to a list of attached items until you reach the maximum allowed.

Attach multiple evidence documents

Step 6: Review and remove attached documents​

Check the list of attached evidence documents and use the remove option next to any item you no longer wish to include.

Review and remove attached documents

Step 7: Upload a new document if needed​

If the document you need is not listed, use the upload option (if available) to add a new project document before attaching it as evidence.

Upload a new document if needed

Last updated: 2026-08-31