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Linked attachments

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Natalie Wong
Updated

You can upload templates or precedents you would like to be available with a project workflow. An example of this would be a Contract Review checklist document or a Standard Employment Contract. Linked attachments can be applied to both projects and deliverables.

  1. On the side menu, click Settings
  2. Select Workflow from the settings menu
  3. From the list of available workflows select the relevant workflow to edit
  4. Scroll down to the Workflow summary area and click on the Linked attachments tab
  5. Drag and drop the selected document to the designated area or click Browse to attach files
  6. To sync the changes, click on Custom fields in the left hand menu, select the changed field group under Field groups and click on the orange icon mceclip0.pngto synchronise the changes to existing projects.  Learn more about applying changes

When the users create a project using this workflow, the linked document will be available in the documents tab.