Select content for a report section
Use the Annex 3 section to search for and attach risk assessment documents from multiple sources into your generated report.
This guide is designed for project manager.
Steps
Step 1: Open the Annex 3: Risk Assessments section
Expand the "Annex 3: Risk Assessments" section in your report so you can manage the risk assessment documents linked to this part of the report. The section header appears once and acts as the anchor for this area.
Step 2: Locate the Annex 3 section in the report layout
Scroll through the report until you see the "Annex 3: Risk Assessments" heading, which marks the dedicated container for this section and lets you quickly return to it when editing.
Step 3: Search for documents to attach
Use the "Search…" box in the universal picker to find risk assessment documents from your available sources, filtering results by title or keywords as needed.
Step 4: Choose the document source
Use the source chips above the results to pick where to pull content from, including the "From your CDE" option to select documents stored in your common data environment.
Step 5: Attach documents to Annex 3
Select one or more matching documents from the search results to link them to the "Annex 3: Risk Assessments" section so they are included when the report is generated.
Last updated: 2026-07-27