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 'Corporate documents' section so that they can be linked to corporate actions, calendar events or invoices;
- in the 'Project documents' section so that they can be linked to actions or project phases.
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.