How Can I Link a Document in a Library to a Specific List Item

I am new to SharePoint workflows and have started learning how they work. My first project is when a document is uploaded to a document library, a list item is created. When the list item is created, an approval process starts. The approval piece is working, but now I'm tweaking the information that is stored and shared.

Document Library = Purchase-Requests
List = Purchase-Approvals

In the list, Purchase-Approvals, I have created a custom lookup column where the user should be able to select the document from Purchase-Requests that is related to the list entry.

Here is how I set up the custom field in the list:
How I set up the custom field for the document link
This shows that there is a document uploaded to this library.
There is a document in this library
This is the list item where the user should be able to select the document to link to this request.
The list selection is empty
How can I either get the documents list to show up in the dropdown on the list or is there another way to link a document to a specific list item?
Carla RomereDirector of Information TechnologyAsked:
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Keyboard CowboyCommented:
you're using the Title column as the lookup value.  The field you should be using is Name - unless you know that for each document, the title filed will be filled in.  It frequently is not on documents.
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KoenChange and Transition ManagerCommented:
and basically, you'r library is also a list, why create a second one?
change the content type and add the columns you need. the advantage is you can/could use them in your document either as properties or as fields in the text...
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Carla RomereDirector of Information TechnologyAuthor Commented:
Keyboard Cowboy - the Title field is filled in on this one (there is only one entry while I'm building the application).
Koen - The library is storage for documents, it's not just a list. They are currently excel documents.
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KoenChange and Transition ManagerCommented:
Carla,
I know, but it still remains a list...where you can add columns, run workflows, etc...
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Carla RomereDirector of Information TechnologyAuthor Commented:
Okay, in my research yesterday on how to do this, I saw many sites recommending to NOT attach items to a list. However, that may be the smartest way to handle these because they (as a general rule) will not ever be edited and we don't need versioning for them. They are just documentation of a purchase request form actually being filled out. What are your thoughts on attaching items to a list item?
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Keyboard CowboyCommented:
I use list attachments all the time without any problems.   You can also edit them - just click on the attachment name - open up in word or whatever - edit and save - it will replace it bac kon the list properly
My users do that all the time here.
 
I would not use a separate library unless some other requirement is driving you to do that (I have some cases where separate document libraries are necessary since a document needs to be tied to multiple lists but that's a very special case. )

Not sure why people saying not to attachment documents - that part of SP has been working since 2003 pretty well.
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Carla RomereDirector of Information TechnologyAuthor Commented:
Okay I'll try just using attachments to list items and press on! Thanks for the input.
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Keyboard CowboyCommented:
Please endorse best and assisted solutions and close the question  - thanks (we all live for points on this game!).
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Carla RomereDirector of Information TechnologyAuthor Commented:
Thanks for the help!
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KoenChange and Transition ManagerCommented:
The  biggest downside of attachments to list items is that they don't show up in search. If you don't need that the  your fine.
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Carla RomereDirector of Information TechnologyAuthor Commented:
Thanks, Koen!
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