By linking a document to one or more records it relates to, like projects or vendors, your board and property manager will be able to find the documents more easily.
How to link records to a document
There are two ways to link a document:
Method 1 - By editing the document.
Method 2 - By editing the other record you want to link to.
Method 1 - Linking projects and vendors when editing a document
Video walkthrough:
https://www.loom.com/share/fe6b2eeeff4945c88e9cb41f9bfe2481?sid=0162b786-8420-4dab-ab34-b8172fbe602d
Written walkthrough:
- While logged into managemate, find and view the document you want to link.
- For example, click on a document in the “Recently Created Documents” section of the managemate Dashboard, or
- Go to the Documents section by clicking on Documents item in the left menu.
- When in the document’s page, click the “Edit” icon button next to the document you want to edit.
- Scroll down towards the bottom of the edit document popup to the Linked Records section.
- If you want to link a project, start typing the project name in the project search box, then click the project name that appears in the list to link it.
- If the project doesn’t yet exist in managemate, click the “Create New” option to create a new project record without leaving the page.
- Follow the same process to link a vendor. Click in the vendor search box and type the vendor’s name, then click on the vendor’s name that appears in the search results to link it.
- Similarly, if the vendor doesn’t yet exist in your managemate account, click the “Create New” option to create a new record for that vendor.
- Click the “Save” button on the popup, to save your change.
Now when you view the document, the record you linked to will appear in the list of Linked Records at the bottom of the view document page.
Linking to an existing document from a project or vendor page
A document can also be linked to a project or vendor when you’re viewing the record.