How To Link Documents

Documents can be linked only when the document is in “Draft” status.

To open document linking for the current working document, click the “Link Documents” button. This will open a side panel.

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Documents can be linked in two ways:

• Attachments
• References

To add a document using the preferred linking method, select the desired tab (Attachment or Reference) and enter a keyword in the search field. The system will display all documents that match the keyword.

Click a document to expand it and display the available document versions. Select the checkbox next to the desired document version to create the link.

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{link to document creation}

{link to draft status document}