Documents become most useful when they are connected to the work they support. You can attach documents to actions, catchups, meetings, projects, and targets.
Attaching a Document
Open an action, catchup, meeting, project, or target.
Find the Documents section or tab within the entity.
Click Attach Document to open the document picker.
Search for an existing document by title, or create a new one directly from the picker.
The document now appears on the entity. It also appears in reverse - the entity is listed on the document's detail view.
Viewing Linked Documents
Documents linked to an entity appear in the document's linked count on the Documents page. This gives you a quick way to see which documents are actively used and which ones might be outdated.
Documents linked to an entity appear in the document's linked count on the Documents page, making it easy to spot your most referenced resources.
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