You can link documents present in File-Eazy/new documents to records in an App. Before linking records to documents, every app should be linked to a Document Type. By linking document types to an App you can avoid duplicating information in other document types.


To link an App to a Document Type…

  1. Login to your File-Eazy account.
  2. Click on the Home tab in the Navigation pane
  3. A list of Apps will be displayed. 
  4. Click on the link button as displayed in the image below…

           

  1. The Link app to Document Types page will be launched. 
  2. Select the index field which will act as the linking column for the app. 
  3. Select the Document Type to which the app will be linked. 
  4. Select a Index field for that Document Type
  5. Click on Save. 
  6. A confirmation will appear ‘Link saved successfully’

Created with the Personal Edition of HelpNDoc: Converting Word Docs to eBooks Made Easy with HelpNDoc