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:
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Go to the query question where you want to insert a document reference.
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Select the text field to display the formatting toolbar.
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Select Insert Document Reference (
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A list of the available documents in the engagement file displays. You can select Show hidden documents to select a hidden document if needed.
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Select the document you want to reference from the list.
A reference to the selected document is created and added in the query question.
