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How to Link a Document to an Organisation

Last updated by Rich Orr on October 12, 2016 15:52

This Support document will show you how to link a document with an Organisation.

Step 1:

Contacts > Organisations

Click on the Organisation name, > Click on the tab named Other > Then select which document you would like to add from the drop down menu. 

Step 2:

Then all you have to do is Press "Add this Document" button.

That's all, you've successfully added a document link to an organisation!