You create links for policies, templates and checklists. The documents become accessible to end users via the side panels and through lists and matrices. To link documents to objects, you must first create your document link. In order for anyone looking at the published material to be able to read the documents linked to your models/objects, the document must be stored in a shared folder.
Create a document link:
A tip, if you have many different types of documents you can use “Types”, e.g checklists, instructions, templates etc. Then you can easily filter on the type of document when creating lists.