- Open the evidence picker and find the project document or specification section.
- Check the exact revision, excerpt and displayed approval state before linking.
- For a new source, use Open project documents in a new tab. An authorized document writer uploads and confirms the file; return to the RFI and search again.
Linking is not document approval. Removing an editable reference preserves the source and history. Withdrawn or inaccessible sources are hidden. After an uncertain save, close and refresh the RFI. External sharing requires a separate explicit file selection; a reference alone does not share a file.