Add linked documents to a risk assessment
Add a Linked Documents section to a risk assessment draft to reference published documents from the site document library. Each link stays live: if a document is renamed, superseded, or updated in the library, the assessment reflects the change without relinking. The section appears in Full PDF and print exports, and read-only published versions hide the link controls while keeping the list visible.
Before you start
You need at least the Member role for the Risks module to add, edit, or remove linked documents in an assessment. Published and historical versions are read-only. For role details, see Risks roles and access.
Add a Linked Documents section
Open the draft assessment.
Click Add Section, or click the Add Documents chip in the start hub.
In the section picker, choose Documents under the Linked records group. You can use the search box to filter the list.
The section opens in metadata edit mode. The default title is Documents. Edit the Title and add an optional Description, then click Save. The linked documents body appears once the title is saved.
Link documents
Inside the Linked Documents section, click Link Documents.
In the Select Documents to Link panel, choose one or more published documents from the site library. The panel shows only published documents from the same site.
Click Link Document or Link Documents to confirm. Each linked row shows the document name, identifier, version label, and type icon.
You can link multiple documents to the same section. You cannot link the same document twice within one section, and you cannot link documents from another site.
Remove a linked document
In the Linked Documents section, click the Remove control on the row you want to unlink.
Confirm the Remove Document dialog. The dialog names the document and explains that this only unlinks it from the assessment; the document record in the library is not deleted.
Read-only published versions
When an assessment is published, the Linked Documents section becomes read-only. The list of linked documents remains visible, including name, identifier, version, and type icon, but the Link Documents and Remove controls are hidden. If a linked document becomes unavailable, the row shows Document unavailable.
Export and print output
Linked Documents sections appear in Full PDF and browser print output. Each included section prints its title, optional description, and each linked document with name, identifier, version label, and a reference to locate the controlled copy in the document library. Sections with no links, no title, and no description are omitted.
Delete a Linked Documents section
In the section header, click the delete control.
Confirm the Delete Documents Section dialog. The dialog names the section and lists the number of linked documents. The button text changes to Deleting… while the action is in progress. This permanently removes the section and its links from the assessment. The documents in the library are not affected.
What’s next
Work with risk assessment sections for adding, editing, reordering, and deleting other section types.
Export a risk assessment as a spreadsheet for export and print options.