This feature is common to all sharemundo links® solutions.
Notes:
- The screenshots below relate to company actions, but the process is the same whatever the object to which you wish to link a document.
- The following procedure is for linking documents that have already been uploaded to sharemundo links® .. If you would like to upload a new document from your computer and link it, click here.
- Documents must have been loaded :
- in the "Documents" (company) section so that they can be linked to company actions, calendar events, products and services, opportunities and offers, or purchase orders and invoices;
- in the "Documents" section (of the project) so that they can be linked to actions, system requirements, project phases, or products and services.
Step 1: Click on 'Manage linked documents'.
Step 2: Select the document(s) you wish to link to your object, and click on 'Confirm'.
Step 3: Don't forget to save your changes.