Attach supporting documents from Confluence

Tollgate holds the case file. The detailed workings — cashflow models, board papers, adoption plans — live in Confluence, linked from the business case. This guide shows you how to link an existing page or create one from a template.

Before you start

• You need edit rights.
• Tollgate is Confluence-first. Tollgate and Ask Tollgate can read a linked Confluence page.

Tollgate stores a plain external link but does not read it. Linking documents stays available even once the business case locks. The governance pack must stay maintainable throughout the lifecycle.

The expected documents

The Supporting documents section always lists the governance artefacts a business case is expected to carry, linked or not. You can see at a glance what the case has and what it lacks:

• Benefits realisation plan — suggested from the Financial case section.
• Change & adoption plan — suggested from the Adoption & change section.
• Board paper — the sponsor-decision artefact, owned by the Supporting documents section.

Link an existing page

1. Open Business Case and go to Supporting documents (or the relevant section for the expected document).
2. Choose Link existing.
3. Either paste the Confluence page URL or search for the page in the picker.
4. Select the page. It fills the matching governance slot. Anything else lands as an additional document.

Tollgate detects a pasted Confluence page and upgrades the link so it can read the page.

Create a page from a template

1. Choose Create from template.
2. Pick the template — Change & adoption plan, Benefits realisation plan, or Board paper / key figures.
3. Tollgate creates the page in the linked Confluence space and links it back to the business case automatically.

The first time you create a page, Tollgate asks which Confluence space to use — link an existing space or create a clean one. Tollgate remembers that choice for the project, so the space picker only appears on this one-time setup step.

Note

Create-from-template is always available, even after the case locks. Tollgate saves a page you create to the case immediately, so the page never loses its link.

Unlink a document

1. On the document row, open the ⋯ (more actions) menu.
2. Choose Unlink. This removes the link from Tollgate only. Tollgate does not delete the Confluence page itself.