Document Links
When adding a Document to a Task you also have the ability to add a URL link to the Task or Runbooks so that users can navigate to the document via the URL links. For example Sharepoint and Dropbox links can be copied into the Task Documents Tab allowing users to navigate to the correct Document.
Adding a Document Link to a Task
To add a Document Link to a Task Navigate to the Task Details - Document tab.
By Default the screen will load with the Radio button pre-selected on Link, from here you must give the Document you wish to upload a name the add the URL link of the documents you want users to access.
Any Documents which have already been added to the Task will show at the bottom of the modal window.
Adding a Document Link to a Runbook
To add a Document to the Runbook rather than the individual task you can do so by navigating to the Runbooks Details screen from the ...(More Options) menu. From the Documents tab to you have the option to update Documents which launches the Upload Document modal window.
Accessing a Document Link
To locate a Document link you can either navigate to the Task which the document has been added to, or from the ...(More Options) menu, then select the Details option. From this screen you have the ability to view all Documents which have been upload to either Runbook or Tasks within the Runbook.