Manage document links
Links connect a document to a property, tenant or contact so the document also appears in those locations.
View or add a link
Go to Documents;
- Click a document to open the detail panel;
- Scroll to the Links section on the right;
- Click Add link… to link a new property, tenant or contact.
Remove a link
- Open the document detail panel as described above;
- In the Links section, click Unlink next to the link you want to remove.
On the document card in the archive you can see icons for each link type: Property, Tenant or Relation. A number after the icon indicates multiple links of that type.
