Link File to Contract

The Files panel of a Catalog lists all the files attached to it.

Files can also be attached to existing contracts.

To link a file to a Contract in the Catalog Module:

1. In the Catalog Properties panel, double-click on a catalog to open it in a new tab.

2. Once the catalog is open, select a file or multiple files in the Files panel.

3. Right-click the selected files to open the context menu. Select Additional Tools>Link to contracts.

   

   The Link to Contracts window opens.

4. In the Link to contract window select Contract Search from the Add Contracts drop-down.

   

5. Enter your search criteria, then click Search. The results will populate the grid in the Link to contracts window.

6. From the results, select the check box next to the contracts to be linked.

   

   Tip:

   You can also click Check All to select all the contracts in the list.

7. Select the option to either add links and keep existing or to add links and replace existing for the selected files.

8. Click Save.

9. The contracts will appear under the Contracts tab in the Related Records panel for each file that was selected.