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How do I link my proposal to a project?

Overview
You can link your proposal to a project using the Link to Project feature. Linking a proposal to a project in x.doc is a simple process that helps keep your documents and projects organized, making them easier to manage and access.

Follow the steps below to link a proposal to a project:

Steps to Link an Proposal to a Project

On the X.DOC dashboard page, locate the proposal you want to link to a project and click Link to a Project under the Action icon ( ⋮ )

After clicking the option, the Link Project to Document dialog box will open. Select the required project from the drop-down menu

Once you have selected the project, click the Link button to to finalize the process and successfully link the document to the selected project.

Go to the linked project to verify, the proposal appears on the right-hand side of the project page.

Note: Once you link the project to a proposal, you will not be able to link this proposal again!

Updated on: 09/24/2026

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