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Drag & Drop

Documents can be attached to records is through theĀ Doc. Links File Drop FactBox. This FactBox can be found on most record pages (to get a full list go to the Doc. Links Record Page)

Linking Documents to Records

Documents that haven't been linked to records tend to sit in the Doc. Links Process Documents page. In here you can go in and manually link the documents to records. Having one page allows you to manage how documents are linked

How To Create Document Attributes

Trying to find a record which you have linked to a specific document, can become a bit of chore, especially as the Linked Document page grows over time. Our app offers Document Attributes which help in filtering that linked documents page and minimize the list that you need to go through.

Apply Attributes to Linked Documents

Applying attributes to the linked documents means you can use actions such as Filter By Attributes to filter the number of records you see on the page.