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Select the detail or header account in the table. or Click Link document on Document Manager files can be attached to both detail and header accounts. Another way of linking Document Manager files is to select the account in the table, right-click and select Link document. Click Search. The Search for a document window opens. When the Search for a document window displays, a default search is carried out, showing documents sorted in order of last reference.
If you wish to refine the search, continue to the next step; otherwise, go to Step 10.
Find the document to be linked to the account in the table. Click the file checkbox. Click multiple checkboxes to link multiple documents. Click OK. The Search for a document window closes. Ensure that the correct file name is displayed in the Name field. If multiple files are being linked then the file names are separated by a semi-colon (;). Click Link. The Document Manager file is linked to the selected account. The Document Manager file is displayed as a sub-row under the account in the table. An icon identifies a linked document.
For instructions on opening and viewing Document Manager files, see Opening source documents for more information.
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