Supporting document management
Manage supporting Documents across Initiatives, Projects, and Issues.
A supporting Document is a first-class Resource with its own title, icon color, collaborative editor, and stable nested route beneath the owning Initiative, Project, or Issue.
Create and edit a Document
For creating and editing Issue Documents, see Documents. The same Resources entry point is available on Projects and Initiatives.
The Document's route slug is stable. Renaming the title or changing its icon color does not break copied links. Accessible Documents can be opened from workspace search and added to Favorites.
Use the Document menu to:
- rename it or change its icon color;
- duplicate it on the current parent;
- move it to another Initiative, Project, or Issue of the same family;
- delete it to recoverable state and restore it later.
Moving requires Resource-management permission on both the source and destination. Supporting Documents do not have independent sharing, and they cannot move across object families.
Shared editor
For inline images, upload limits, formatting, and Gmail or Outlook message links, see Editor. These shared editor controls also apply to Project and Initiative documents. File Resources have a separate workflow in Resources & attachments.