Are there options to link a document to an issue rather than"move" a document to an issue?

[snuzum]

Hi Community - hoping someone has a idea or work around for this.

We have a document folder structure that comes in with our project templates to keep our documents organized within a specific project.

Documents are uploaded throughout the lifecycle of a project by one team but utilized by another team and need to be associated to an issue.

When we want to attach existing documents in a project to a new issue that is created - the only option I can see it to use the MOVE function in the documents tab. However this removes the document from the folder it is filed in. Drops it into the main project folder and now the user has to re-file this document into the associated folder again.

This can happen many times which means a constant re-filing of documents in folders.

Does anyone have another idea or way to link documents to an issue so that the assignee of that issue has the documents they need to reference but the issue document still resides in the correct main folder.

Would love to hear your ideas.

Thanks.

Sherri

[Doug_Den_Hoed__AtAppStore]

Hi Sherri,

if each Issue pertains to only one document, one option is to procedurally copy the document’s URL from the browser when viewing the document in Workfront in its Project-folder location, and then paste it into the Issue’s URL field. That way:

• the document is associated without moving it
• clicking the Issue URL easily navigates to the document, and
• this approach also allows 1:many between a single document and many Issues.

Regards,

Doug