Link Documents to Contacts

Question

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

Herbert Van de Poel · 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.

Tourija Hajiou · 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!

Dahiana Cabrera Quiñonez · Answer

buena info

Related Posts	Cevaplar	Görünümler
Access rights for individual user workspaces documents	0 Mar 24	945
Odoo v16 Documents App. How can I manage versions of Documents? documents	0 Ağu 23	730
How can I Edit InDesign documents in a web browser? documents	0 Mar 23	1100
Spreadsheets cannot line break in a cell documents	0 Oca 23	1089
Add new fields inside documents inspector documents inspector	3 Şub 25	1769

This question has been flagged

Enjoying the discussion? Don't just read, join in!