Adding links to existing documents
Accountants Enterprise only
To add a link to an existing document
- Find and open the assignment, client, contact or supplier.
- Click the Documents tab.
- Click the Attach link option on the Tasks bar. The Open window opens.
- Navigate to the document you want to link to the assignment, client, contact or supplier.
- Click Open.The document is linked to the assignment, client, contact or supplier and added to the list of documents on the Documents tab.