Select Version of EA Desktop:
In the Contract module, use the Contract Properties grid to assign a parent file. When complete, the assigned files display in the Files tab of the Related Records panel.
To assign a File to one or more items:
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Use one of the following methods to select the item(s) in the Contract Properties Panel:
- Click to select a single row.
- To select multiple consecutive rows, click and drag in the leader column in the grid.
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To select multiple individual rows, press Ctrl while clicking to select.
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Right-click on a selected row to open the context menu.
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Select Additional tools>Link to File.
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In the Link contracts to files window select File Search from the Add Files drop-down.
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Enter your search criteria, then click Search. The results will populate the grid in the Link contracts to files window.
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From the results, select the check box next to the files to be linked.
Tip:You can also select Check All to select all the files in the grid.
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Select the option to either add links and keep existing or to add links and replace existing for the selected files.
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Click Save. The selected files will link and appear under the Files tab in the Related Records panel.
