Link items to documents or EMDocs

Note: To link work items to documents or EMDocs, you must have at least edit right to the folder containing the files (see 'Roles, access levels, and access rights').

You can link documents and EMDocs to work items in other areas of your workspace. This makes it easier to find all documents linked to a specific work item and organize them according to their affiliation with specific elements. Linked documents are also shown in the Documents tab of the item sidebar.

You can link documents and EMDocs to the following work item types:

  • Activities
  • Events e.g. Deliverables or Milestones
  • Participants
  • Budget
  • Expenses

Follow the instructions below on how to link an item to a document or EMDoc.

1

Click Documents in Home menu, this will open 'Documents' section.

2

Click the document once to open it in the sidebar (or hover over it and choose  Properties from the action menu).

3

Scroll to the bottom of the sidebar, click into the Linked items field and search for the work time. When you start entering the name of the item, a list appears with the work items related to your keyword. Then select the item from the drop down (click it with mouse cursor, or choose it with the up/down keys and press 'Enter' on your keyboard.

4

Click Save Document at the bottom of the sidebar.

Unlink items from a document

To unlink an item from the document, open the documents sidebar, scroll down to the field Linked items, click X at the items you want to unlink. Then click Save Document.

Note:  You can also link or attach documents and EMDocs to items using the item's sidebar.
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