Skip to Content
Menu
This question has been flagged
3 Replies
4174 Views

Is there any way to link attached documents into a contact to "Documents" module? It means, when you attach a document in a contact (i.e. a contract), is there any posibility to this document to be available in the "Documents" module in a specific folder?


Thanks in advance

Avatar
Discard
Best Answer

Hi Jose, if you upload the document in the documents app, you are able to link the contact to it from the side bar. However, I didn't find a way to do it from the contact app. You can upload an attachment, but it won't show up in the documents app. Frustrating.

Avatar
Discard
Best Answer

hi i have a similar Question. 

You can link certain documents to contacts, but is it also possible to link certain workspaces ( folders ) to contacts? or the other way arround? 


Thanks! 

Avatar
Discard
Best Answer

buena info

Avatar
Discard
Related Posts Replies Views Activity
1
Aug 25
146
0
Mar 24
2325
0
Aug 23
1914
0
Mar 23
2449
0
Jan 23
2330