Articles on: X-DOC

How to Link an X-DOC document to a project?

Introduction


Linking your X-DOC document to a project in X-DOC is a simple process. This can help you keep your documents and projects organized and easily accessible. Here's how you can do it:


  • 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 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: 11/09/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!