Feedback on: EventPro User Manual - Linking Documents to a Company/ContactLinking_Documents_to_a_CompanyContactChapter 9: Company/Contact Management > Linking Documents to a Company/Contact /Dear EventPro Documentation Department,
Linking Documents to a Company/Contact
Under the Documents tab, you can store links to documents so that you can easily find documents associated with specific companies and contacts.
1.
In the Documents tab, click the New button to the right of the screen.
2.
The Document [New] window appears.
3.
Enter a Description of the document.
4.
From the Storage Type drop-down list, select Linked File.
5.
Click the ellipsis to the right of the Linked File field to open the Select Attachment window.
6.
Click on the file and click Open. The path will appear in the Linked File field of the Document [New] window. To view the document, click the View Document button to the right.
7.
When you have entered all of the information you need in the Document [New] window, click Save. The font of the Documents tab will change to red, indicating that there are documents for the event.
8.
To view documents linked to a company or contact, click on the document under the Documents tab and click the View Document button.
