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Workaround -Adding a document to an Action

How to use the governance documents to link documents/reports to an Action on the Action List page

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over 10 months ago

To use the Governance Documents to link additional documents to an Action Item you can add the URL link from a Folder or an individual document link.

Folder (adding multiple documents)

  1. Create a Folder in the Governance Documents

  2. Add your documents to the folder

  3. Copy the URL from the above bar

then Paste the URL into the Insert/Edit Link button to add to the Action

Documents -links to Individual documents

  • Click on the context menu at the end of the document and select Copy Link

As with the folder add the URL to the Action Item using the Insert/Edit Link button and Save

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