Connect documents to the work

Put reference material where people need it: on jobs, tasks, forms and courses.

For administratorsPortal2 min read

Put it here	When people need it	How
A job	Everything about one site or project	Link planners, documents and courses to a job
A planner task	While doing one specific step	Add tasks to a planner
A form	While answering the form	Add a PDF block. See Add content to a form.
A training course	As course material	Add course materials and an exam

Tip

Keep the master copy in Documents and link to it from jobs and planner tasks. Then updating the file updates it everywhere it's linked.