Adding documents to a service

[Guest Paul Alexander]

The update to allow documents to be associated with a service and viewed by that services' subscribers is great....

BUT...

Am I right in thinking that, to be able to link a document to a service, you have to be both the Service Owner AND the Document Owner? 

 

AND

How do I link a document to a service from the Document screen please? There is a 'link' option, but it only shows 'People' that I can link it to...

[Guest Ehsan]

@Paul Alexander,

You need to be the service owner and have visibility to the document (You don't necessarily need to be the document owner) to associate a document to a Service. Currently, you can only associate a document to a service via the Service details form.

Ehsan