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Provide access to specific reference files to all organizations

As the Project Admin from the project-owning organization, you can attach important files to the Home screen for all users.

Project Administrators can make specific files accessible to everyone on the project from the home screen. This space is intended for reference materials like the project configuration document and the information management policy. 

The files you place in this area won't be updated automatically, which means you can have all users referencing a specific version of a document. It also means you should check regularly to make sure the documents are still current.

  1. From the Home screen, under Project Information click Attach. 
  2. Search for the documents you want to be made available to all users on the project.
  3. Select up to six documents.
  4. Click Attach.

Make sure you keep these documents up-to-date

If you add a file into the Project Information section, it won't automatically update if it is superseded in the document register.

We've designed it this way so that you have control over which version of the document is displayed to all your project's participants. 

To update a file:

  1. Remove the existing file(s) from the Project Information section.
  2. Add the required version of the file(s).

What's next?

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