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. Linking documents stays available even once the business case is locked — the governance pack must remain maintainable throughout the lifecycle.
• Tollgate is Confluence-first: a linked Confluence page can be read by Tollgate and Ask Tollgate; a plain external link is stored but not read.

The expected documents

The Supporting documents section always lists the governance artefacts a business case is expected to carry, linked or not, so you can see at a glance what’s present and what’s missing:

• Benefits realisation plan — linked from the Economics section.
• Change & adoption plan — linked from the Adoption 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 — Tollgate auto-detects a Confluence page and upgrades it so it can be read — 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.

Create a page from a template

1. Choose Create from template.
2. Pick the template — change & adoption plan, benefits realisation plan, or board paper.
3. Tollgate creates the page in the linked Confluence space and links it back to the business case automatically.

Note

Create-from-template is always available, even after the case locks. A page you create is saved to the case immediately so it can’t be orphaned.

Unlink a document

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

Compose a gate evidence pack

On an approved business case, choose Compose gate evidence pack to render the case file — business case as approved, key figures, open risks, evidence links — into a date-stamped Confluence page. The pack is added to the supporting documents and the audit log.

TODO: confirm with James

Confirm the exact labels “Link existing” and “Create from template” as they render in the slimmed author rollup, and where the space picker appears on first link.