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Select one or more project documents

Use the document picker to search for project documents and select one or multiple files to link to your work.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document picker​

Select the document field to open the document picker combobox and display the list of available project documents.

Open the document picker

Step 2: Search for a document​

Start typing a document name or keyword in the picker to filter the list and quickly find the document you need.

Search for a document

Step 3: Select a single document​

In single-select areas, click the required document in the list to choose it; the picker closes and the document is recorded for that field.

Select a single document

Step 4: Select multiple documents​

In multi-select areas, click each document you want to link; your selections are added one by one instead of replacing each other.

Select multiple documents

Step 5: Review your selected documents​

Check the displayed list of chosen documents above or beside the picker to confirm you have linked all required files before saving your work.

Review your selected documents

Last updated: 2026-08-31