Add, Link, or Unlink a Document with a Document Grid

Some form tasks may require you to use document grids. Document grids allow you to add new documents to objects that tasks run against or to link existing Primavera Cloud documents to running workflows. Whether you can use a document grid to add or link documents depends on how the document grid is configured and your security privileges.

When you use a document grid to add a document, that document becomes available alongside other documents in the folder structure of the object that the task runs against. In order for you to add documents to an object, you must have the required document security privileges for that object.

When you use a document grid to link a document, information about that document is visible on the document grid for subsequent tasks that use the form in the same context. In order for you to link documents, you must have the required security privileges for those documents.

This topic is meant to guide you through the basic document grid procedures. You should always refer to the Task Instructions provided in your tasks for specific requirements.

To add a document to a Primavera Cloud folder using a document grid:

  1. On the document grid, select Add.

    The Add option is only available if the document grid lets you add new documents.

  2. In the Select a folder area of the Add Document dialog box, select the folder to which you want to add the new document.
  3. In the Add Document dialog box, select Browse, and then choose the document that you want to add.
  4. In the Add Document dialog box, select Upload.

    When you select Submit to complete the form, the new document is added to the folder that you specify in the Add Document dialog box.

To link an existing document to the workflow using a document grid:

  1. On the document grid, select Link.

    The Link option is only available if the document grid lets you link documents.

  2. In the Associate Documents dialog box, select the document that you want to link to the workflow.
  3. In the Associate Documents dialog box, select OK.

    When you select Submit to complete the form, information about the linked document will be available in subsequent workflow tasks that include the document grid.

To unlink a document in a document grid:

  1. On the document grid, select Settings for the document that you want to unlink, and then select Unlink.

    Note: The Unlink option is available for both added and linked documents. You can only unlink documents that you added or linked. Unlinking any document only unlinks it from the workflow. Unlinking an added document does not remove it from the database. It only prevents the document from appearing on the document grid in subsequent tasks that include the form.