Link Existing Document to Company

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To Link Existing Document to Company:

1.Select a document in the Companies > Documents tab.

2.Click the Show and Manage Links to Selected Document icon.

3.Click the Add New Link icon, PlusIconB.

4.Select one of these options:

Add Links to People

Add Links to Companies

Add Link to Project

Add Link to Job Order

5.Find and select the object.

6.Add the required Link(s).

7.Click OK.

8.Click Close.