Page tree

 

 


 

 

Accountants Enterprise only

To add a link to an existing document
  1. Find and open the assignment, client, contact or supplier.
  2. Click the Documents tab.
  3. Click the Attach link option on the Tasks bar. The Open window opens.
  4. Navigate to the document you want to link to the assignment, client, contact or supplier.
  5. Click Open.The document is linked to the assignment, client, contact or supplier and added to the list of documents on the Documents tab.