Learn how to associate items and artifacts with organizations to help manage and track organizational compliance.
You will need to create the document as normal but first, you need to create the organization.
Click HERE for help creating an organization!
When creating the document, you are given the option to link that document to the following:
-
- Parent Document
- Organizations & Projects
- Tags
Locate the Organizations and Projects option within the Links section.
Select the organization you want to add the document to and click Create Document.
To confirm that the document has been added to the organization you can click More Information in the document. Toward the bottom of the pop-out menu, you will see the Links section.
You can also go directly to the Organization to see the linked artifacts. It should be noted that you can link more than just documents. You also have the ability to link the following artifacts:
- Risks
- Documents
- Training
- Audits
- Assets
- Projects
- Tickets
Once those artifacts have been added, their corresponding tab with appear in the organization. See example below:
