Who this is for: The assigned auditor.
Documents are added one at a time.
Go to the Linked Documents step.
Select Add Linked Document.
Give the document a Linked Document Name — this is what appears in the table, so make it descriptive.
Choose the file with Click to Upload, or drag and drop it onto the upload area.
Save, and repeat for each further document.
Accepted files: images, PDF, TXT, CSV, Word, Excel and PowerPoint, up to 20 MB each.
The table lists what you have attached:
Column | Shows |
Actions | Controls for the document |
Title | The Linked Document Name you gave it |
Type | The file type |
Created On | When it was added |
Created By | Who added it |
Because the table identifies documents by the name you type rather than the filename, name them for the reader: Fire alarm service certificate, Aug 2026 rather than scan_0043.
Linked documents are advisory on the publish checklist — you can publish an audit without any. Findings evidence is not advisory; where the template requires it, it blocks publication.
Related: 6.6 Adding evidence, notes and photos · 8.1 The Review & Publish checklist