Documents are a great place to store any type of product documentation your team needs to access — such as market research, usage data, and survey results.
Having this information in a centralized place helps you effectively capture and share team knowledge. But you might need other information (such as outside links and documentation that is stored in other workspaces) ready at a moment's notice as well. Add links to outside information and import PDF files directly to your workspace documents — so you and your teammates do not have to search for information elsewhere.
To add a link or PDF to your workspace documents, click Add and select Link or File. Then, select an option:
Aha! link: Select the record type from the dropdown (Document will be pre-selected) and choose the document or record you want to link to.
External link: Enter the URL you want to link to and the display text you want.
Import PDF: Add a PDF file from your computer to the Upload file section and click Add file.
After you have added a link or PDF file, it will appear after the document you last selected in the documents list. Drag and drop the link wherever you would like it to show in your documents list.
When someone clicks an Aha! link that you have added to your documents list, it will open within your documents. Anyone who has permission to edit a document in the workspace where it is located will also be able to edit it from there. If they do not have permission to edit it, they will not be able to edit it from your workspace — even if they have contributor permissions to your workspace.
When someone clicks an external link you have added to your documents list, the link will open in a new browser tab.
When someone clicks a PDF file, it will open in a PDF viewer. From here, they can scroll through its pages, download it, or print it.
If you want to remove a link from your documents list, right-click it and select Delete link.