Link a Schema or Term to a current Document

Last updated: July 28, 2026

Edit Document.gif

Once a Document has been added to the Workspace, users can link them to a Schema or Term.

To link an existing Document in your Workspace to a Schema or Term:

  1. Click "Data Assets"

  2. Click "Documents"

  3. Click "..." of the Document you wish to edit

  4. Click "Edit" from the list displayed

  5. Click either "Link Schema" or "Link Term"

  6. Select the Schema or Term to link

  7. Confirm by clicking "Link with Resource"