You can add a document to a role in 3 ways:

  1. From the document
  2. From the role
  3. In approval process of new documents or new versions



1. From the document:
  • Find the document
  • Click the 3-dot menu
  • Select "Add document to role"



  • Select the wanted role(s)
  • Click the Arrow
  • Click "SAVE"


2. From the role

You can add document(s) to the role from the role in competence in admin tools.



3. In approval process of document:


- When approving document the option to connect document to role or requirement

  •     Click "add to role or requirement":

- Option to connect to role or requirement appears:

  • Select the wanted role(s)
  • Click the Arrow
  • Click "SAVE"