Would you like to link a document to a contact? Follow these steps.
Open module My Company
On the left you will find various modules. Here you will see the module "My Company" By clicking on it you will get several options under this button.
Open contacts
In the overview that is located under "My Company", you will find the button "Contacts". Clicking on this will open the screen with an overview of all your contacts.
Open contact details
You can access the contact's details by clicking on "Details", this blue button is located to the right of the company name in the "Actions" column.
Open documents
At the top right you will find the blue button "Documents". By clicking on it you open the screen with an overview of already linked documents.
Link new document
In the top right corner you will find the green button "New Document". Clicking on this will open a screen to link a new document.
Add document
To add a new document the following parameters have to be filled in:
Name: Each document needs a unique name, this way you will quickly know which document it is.
File: You can upload the document in this way.
Remarks: Here you can say something about the document that is important to you. This field is not required.
Save
If you have completed the parameters, click the green "Save" button.
