Linking Documents to Actions

Linking Documents to Actions

AdvisorEngine CRM gives you the ability to link Documents to Actions. When viewing the Action, the Document will be referenced and may be opened directly from the Action once it is linked.

When linking a Document to an Action, you have the option of creating a new Document from scratch, uploading a Document from your computer, or linking to a Document already stored in the Record’s Document folders.

When Editing an Action, select Documents in the Linked list.

Note: If you do not see the Linked line in the Action Details, be sure you are using the Detailed view of the Action, not the Standard.

A Grid appears listing the Documents already attached to the Action. There are three options for manually adding a linked document, Create, Upload, or Link Existing.

  • Create: Build a new document from scratch and link it to the Action. See Creating New Documents for further details on creating documents in AE CRM.
  • Upload: Upload a new document to the Record and link it to this Action. See Uploading Documents for further details on the uploading process.
  • Link Existing: Brings up a Grid of all documents stored in the Record. Select the document(s) to link from the Grid and click Attach & Close to link.

See Linking Items to Actions for the general behavior of how linked items work with Actions.

    • Related Articles

    • Linking Items to Actions

      AdvisorEngine CRM gives you the ability to link many other CRM components to Actions. This article will cover the possibilities in brief and link to the expanded details of how to link any particular item. The following components can be linked to an ...
    • Linking Assets to Actions

      Like many other components of AdvisorEngine CRM, Assets may be linked to an Action to easily access data about the Asset when reviewing the Action. Please see Linking Items to Actions for general details on how linked items work. To link an Asset to ...
    • Linking Calendar Appointments to Actions

      Note: To use Calendar features, your Calendar must first be Added to AdvisorEngine CRM. Linking calendar appointments to Actions allows for quick reference between an Action and its related appointment. The following steps show how to add an Action ...
    • Actions Overview

      What Is an Action? Actions are an extremely powerful and flexible component of AdvisorEngine CRM to help you track everything you’ve done. The short definition of an Action would be “Anything you do on, or behalf of a Record.” As such, every Action ...
    • Documents Overview

      The Documents features of AdvisorEngine CRM allow you to store any files that are needed and relevant to a particular Record. This could include all correspondence history, important forms, or anything else you find necessary. Note: The help ...