You can link documents from the library directly to Visis and locations. This connects reference material to the work being done on site and makes it easy for teams to find and open the right documents.
There are three ways to link a document, and a few important behaviours to be aware of - particularly around visibility and locations.
The ways to link Documents:
From the document - open the document and link it out to one or more Visis or locations.
From a Visi - open a Visi and link one or more documents into it.
By fulfilling a document requirement - when a template has a document requirement, the assignee links a document to fulfil that requirement - automatically linking it to that Visi.
All three result in the same outcome: the document and the Visi (or location) are connected, and the document becomes visible to everyone on the Visi.
Linking from a document
To link a document to one or more Visis or locations:
Open the document from the register.
In the right panel, scroll to the Linked to section.
Click + Add next to Visis or Locations depending on what you want to link to.
In the modal, search and tick the Visis or locations you want to link.
Confirm.
Linking to multiple locations
The Select locations modal supports multi-location selection across the location tree. Use the search bar to find a location quickly, then tick each one - they appear in the selected list on the right.
Tip: Linking to a location is extremely useful for providing a document as a reference to a location within the tree. For instance, linking a concrete outline plan to the Level / Structure location, means anyone navigating to that location can open the correct drawing directly - whether they're performing a slab pre-pour check, a core wall post-pour as-built, or defecting. The document sits at the location as a reference point, so it doesn't need to be attached to each individual Visi.
Linking to Visis
The Link to Visi modal lets you filter Visis by status, type, assignee, location, or template. Tick the Visis you want to link the document to.
Tip: Linking to a Visi keeps the right reference material alongside the work being completed. If a subcontractor needs to confirm they're building to the correct drawing before closing an inspection task, the document is right there on the Visi rather than sitting in a separate system or buried in an email. It also means everyone working on that Visi - across multiple companies - can access the same document without anyone having to share it manually.
Bulk linking
To link multiple documents at once, select them with the checkboxes in the register and use the Link button in the bulk action toolbar.
Linking from a Visi
When you're working on a Visi and need to attach a relevant document:
Open the Visi.
Scroll to the Documents section.
Click + Add.
In the Link a document modal, search and filter to find the document(s) you need.
Tick each document and click Link documents.
Linking via a document requirement
When a template includes a document requirement, the assignee links a document as part of closing the task - on web or mobile.
Open the task with the document requirement.
Click Select document.
Search or filter the document library to find the right document.
Tick it and click Select 1 document (or Select multiple documents if you're linking more than one).
Close the task.
You can't upload a new document while fulfilling a requirement. The document must already exist in the project's document library. If you need to add a new document, do that first, then come back and link it.
For more on setting up document requirements in a template, navigate to the end of the Documents help article
Behaviours to know about
Linking to a Visi also links to that Visi's location
When you link a document to a Visi, the document is also linked to the location that Visi sits within. This saves you a step - and it means anyone navigating (that is a viewer on the visi) to that location can find the document there as well.
Linking gives viewer access to everyone on the Visi
As soon as a document is linked to a Visi (or used to fulfil a requirement), every company with access to that Visi becomes a viewer of the document. Visibuild flags this: "Linked documents will become viewable to all members on this Visi."
If this is a problem for a particular document, link a different one or keep the document unlinked. See Sharing Documents with Other Companies for more on visibility.
Removing a link
To remove a link, open either the document or the Visi/location it's linked to. In the Linked to section (on the document) or the Documents section (on the Visi), use the three-dot menu next to the link and select Remove.