Link Documents together

The purpose of this article is to explain how to link documents together. Document linking allows you to have multiple documents linked to one single document entry (for i.e. native file formats and a PDF version):

  1. Click Documents
  2. Select the folder containing the document you want to link documents to
  3. Mouse over the corresponding document and click Add a Linked File icon


  4. Click Browse and select the file to link on your local drive OR use the drag and drop feature
  5. Click Check before sending 
  6. Once checked, click Send


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