Link items to documents or EMDocs
Link documents and EMDocs to other items in your workspace to keep them organised by what they belong to. Linked documents also show up in the Documents tab of the linked item's own sidebar. You can link a document to:
- Activities
- Events, e.g. deliverables or milestones
- Participants
- Budget items
- Expenses
- To-Dos
💡 Note: You need at least Edit rights to the document to change its linked items (see Roles and access rights).
Link an item to a document
- Open Documents and click the document once to open its sidebar (or hover over it and choose Properties from the action menu).
- Scroll down to Linked items and click into the field Attach to an item.
- Type a few letters of the item's name or ID, e.g. WP. Pick the item from the list that appears (click it, or use the arrow keys and press Enter). It is added as a chip; repeat to link more items.
- Click Save Document.
Unlink an item from a document
- Open the document's sidebar and scroll to Linked items.
- Click the X on the chip of the item you want to remove.
- Click Save Document.
You can also link or attach documents from the item's own sidebar, in its Documents tab — see Microsoft OneDrive / SharePoint integration for the same tab's attach options.