How to Link a Document to an Activity or Service Order September 27, 2019 17:45 Updated 1. On the Services & Projects tab, in the Documents group, click Manage. 2. From the Document Management Data Management Center toolbar, click the Add button. 3. The Add Documents screen will appear. Choose an appropriate Document Type from the drop-down menu. Figure: The Add Document screen. 4. If applicable, choose to link the document to a Project or Sales Opportunity by clicking the binocular icon. 5. The Doc Date will default to today’s date. Change this field if necessary. 6. Type in a Description of the Document. 7. Click the Browse button to locate and select the file you wish to link to Results. 8. The File Name or URL box will auto-populate with the name of the attached document. If necessary, change the information in this field. 9. Navigate to the Linked Activities & Service Order tab and click the Add button. Related articles How to Link a SharePoint Document to a Contact Record Viewing Product Sales History When Creating an Invoice Comments 0 comments Please sign in to leave a comment.