Add a document reference in the query question

Adding a document reference inserts a link to an existing document in the engagement file. You can add a reference to a document in the query question. For example, you can add a link to a letter or checklist.

To add a document reference in the query question:

  1. Go to the query question where you want to insert a document reference.

  2. Select the text field to display the formatting toolbar.

  3. Select Insert Document Reference ().

  4. A list of the available documents in the engagement file displays. You can select Show hidden documents to select a hidden document if needed.

  5. Select the document you want to reference from the list.

  6. A reference to the selected document is created and added in the query question.