Linking allows you to see which Documents and Tasks are connected to each other. This works both ways so you can quickly see what Documents are related to a Task, as well as which Tasks have related Documents.
Link Documents to Tasks
- Click on the Task you wish to link to a Document.
- Choose "Link Documents."
- Select the tick box(es) for the Matter Document(s) you wish to link to the Task.
- Clicking "Upload Files" adds the Document to the Matter and links it to this Task.
- Click Save to return to the Task overview.
- Click Save Changes.