How do I create a new copy of a file and link it to a contact, company or project (Paste as Copy)?

in Document Archiving

  1. Click 'Contacts' from the left tabbed menu.
  2. Select the contact that you would like to obtain the file from.
  3. Click 'My Files' from the bottom tabbed menu of the Summary View.
  4. Right click the file and click 'Copy'.
  5. Select the Contact that you would like to link the file to.
  6. Click 'My Files' from the bottom tabbed menu of the Summary View (for the new contact).
  7. Right click in the empty space of the My Files view and click 'Paste as Copy x file: '{file_name}''.
  8. Confirm the new copy by clicking 'Yes' to the 'Confirm Copy' dialogue box.
  9. Your file has now been linked to another contact. The process to copy files is the same for contacts, companies and projects.