Note: Crosslinks work best when the target sections, tables, and figures already exist and contain content. If you are preparing a published dossier, validate the links in the final output format before delivery.
Add a crosslink manually
1. Place your cursor where you want the reference
Click in document text or in a table cell at the point where you want to add a crosslink.
2. Type @ to open the insertion menu
Type @ to open the link-insertion popup. Search for the section, table, or figure you want to reference in the current document.
Searching the current document from the @ insertion menu.
Tip: Use a specific section number, table number, figure number, or distinctive phrase when several targets have similar names.
3. Select the target
Select the target from the results. Weave inserts a clickable reference at your cursor.
Choose the section, table, figure, or source file you want to reference.
Same-document links scroll the Editor to the target. Cross-document links open the target in a new tab.
Once the link is inserted, check that it opens the intended target before continuing. The next section covers links to other documents and source files.
Link to another document or source file
4. Choose Other Documents
Open the @ insertion menu and select Other Documents to search elsewhere in the dossier or in the Data Room source files.
Opening Other Documents to search outside the current document.
5. Select the document or file
Choose the section, table, figure, or source file you want to reference.
Cross-document links open the target document in a new tab. Source-file links open the file preview in a new tab. A source report usually displays its filename. Some scientific-literature files can display an author-year citation instead.
Note: Manual source-file links and automatic dossier crosslinks are different workflows. Automatic crosslinks do not search Data Room files or external literature.
Let Weave add automatic crosslinks
6. Generate or refine content with relevant context
During AI generation and refinement, Weave searches the current dossier for relevant existing sections, tables, and figures. It gives the drafting model a vetted list of possible targets, then turns matching references in the generated text into clickable crosslinks.
Automatic crosslinking is proactive. You may see links even when you did not explicitly ask for them.
Use specific words that also appear in your dossier, such as study IDs, compound names, species, study types, or eCTD section numbers. Ask for a focused set of references rather than asking Weave to cross-reference everything, which can produce more links than you need.
For example, adapt this instruction to your dossier:
Summarize the repeat-dose toxicity findings for compound XYZ-123 in cynomolgus monkeys, referencing the pivotal 26-week study and the relevant toxicokinetics tables already drafted in this dossier. “Add some cross-references” gives Weave less useful context because it does not identify a topic or target.
Weave runs automatic crosslinking once per AI block during generation and refinement. The exact targets and number of links can vary between regenerations. A possible target is not guaranteed to appear in the draft, and not every generated block will contain links.
If Weave cannot find or confidently resolve a target, the reference can remain plain text rather than receiving a guessed destination. If automatic planning returns no targets or encounters a recoverable failure, drafting can continue without new automatic crosslinks.
Tip: Draft target content before generating a summary or overview that should refer to it. Automatic crosslinks cannot reference content that does not exist yet. For example, draft the detailed 2.6.x summaries before generating a 2.4 overview that should cite them.
The Generation Planning Agent can also help interpret references in your instruction and orient the draft within the document. Its context brief is not source evidence. If you want Weave to draft from another section’s content, bind that section or its source files to the block as sources. Mentioning it in the instruction is not enough.
Be clear about whether you want Weave to summarize material or point the reader to it without repeating it. This guidance applies when the context-aware generation capability is enabled for your organization.
7. Review each inserted reference
Read the surrounding sentence and open the link. Confirm that the destination supports the claim and is the version you intended to reference.
If your dossier contains multiple versions of a document, automatic linking may select a version you did not intend. For example, a section generated in a demo document can link to a pre-drafted full document in the same dossier. Check the destination document, not just the section number.
Automatic crosslinks are navigation references. They do not verify that a scientific claim remains supported, and they are not a complete bibliography-management system.
After reviewing the links in the current content, check them again whenever you change a target or regenerate content.
Review links after document changes
8. Check links after renaming, moving, or renumbering targets
Manual and automatic links update their labels and destinations when documents or dossier items are renamed, tables are renumbered, or sections are moved, as long as the underlying target remains intact.
9. Repair references after regenerating a target
Regeneration replaces generated blocks with new blocks. Existing links that pointed to the discarded blocks may continue to look normal in the Editor even though they no longer point to the replacement content.
If you regenerate a target:
- Review the documents and blocks that reference it.
- Open each affected link and confirm the destination.
- Repair the reference manually or refine the citing block one at a time.
- Review the surrounding prose after refining it. Refinement may change the wording as well as the link.
Important: A link can remain clickable while the surrounding sentence is no longer accurate. Always review the meaning of the reference after substantive target edits.
Validate links in the final output
10. Verify links in the delivery format
Check links in the format your audience will receive. In-app navigation, Word output, published PDFs, and Veeva RIM round trips are separate workflows.
Published dossier PDFs are documented to include functional bookmarks and cross-document links. Open them in Adobe Acrobat and confirm that the destination documents are included in the published package.
Do not assume that a link that works in the Editor will remain a functional hyperlink in DOCX or a RIM round trip. Validate the specific export path, link appearance, numbering, and navigation before delivery.
Note: If a target no longer exists during export, the reference can degrade to plain label text. A plain label in the exported file is not proof that the link is healthy.
Quick Reference: Add and Review Crosslinks
- Place your cursor where the reference should appear.
- Type
@to open the insertion menu. - Search the current document or choose Other Documents.
- Select the section, table, figure, or source file.
- Open the link and confirm the destination.
- Review references after target edits or regeneration.
- Validate links in the final delivery format.
Frequently asked questions
Q: Can Weave link to a section that has not been generated yet?
A: Automatic crosslinks require existing, content-bearing targets. Generate the target first, then revisit the content that should reference it. Manual target availability depends on what the insertion menu exposes.
Q: Do links update when I move or rename a section?
A: Yes. Current testing confirms that manual and automatic links update their label and destination when the underlying target is moved, renamed, or renumbered.
Q: Why did a link break after I regenerated a section?
A: Regeneration can replace the original target blocks. Existing inbound links may still point to the discarded blocks without a visible warning. Review and repair the citing blocks after regeneration, then verify the links in the final output.
Q: Can I turn off automatic crosslinks for one document?
A: There is no documented end-user setting that reliably limits automatic links to one document, the whole dossier, or off. Try “no cross-references” in your instruction and avoid naming exact section or table labels, such as “Table 6,” because those labels may still become links if they appear in the generated text. Treat this as best-effort guidance, not a guaranteed opt-out.
Q: Are crosslinks functional in Word exports?
A: Do not assume they are. The current documentation does not establish equivalent preservation for every DOCX or RIM path. Test the specific export before you promise functional Word links. Published dossier PDFs are the documented functional-link workflow.
Q: Can automatic crosslinks point to Data Room files?
A: No. Use the manual @ menu and Other Documents to add a source-file link. Automatic crosslinks are limited to eligible dossier sections, tables, and figures.