Create a Document Link in Projects

Use this procedure to create a document link in the Projects form. Alternatively, you can create the new document link on the Link Center form or on an Workflow form.

For more information, see Projects Overview.

To create the document link:

  1. On the Navigation menu, click Projects ยป Projects.

  2. Take one of the following actions:

  3. Click the Links tab.

  4. On the grid toolbar, click New.

  5. Enter or select the necessary information in the New Link dialog box.

  6. Click Save.

What do you want to do?

Associate a link with a project

Delete a document link record


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