The best way to create and a document is to create the document from the contact card that you want to link the document against. This can be done directly from the contact card by clicking on the new document icon on the contact card.

Alternatively you can create the document without any reference to a contact and then link the contact using the Link menu item in the document editor. Note that you will need to save the document first.

To link a document first select the document you wish to link by clicking the tick box next to the documents file name.

Next click the link button on the top right of the screen, this will pop up the dialogue box below.

The linking dialogue box allows you to search for a business, contact or jobbag to link the document to, possible links that match your search will appear in a list in the left hand box under possible links as shown below:

To link to one of the options in the possible links list you can either click on the arrow next to the business or contact or jobbag, or you can click on the same of that possible link. This will then put it into the selected links section, you can select multiple links.

Once you have selected all the links you can click save links and that document will be visible in the business, contact and jobbag history.

You can also link a whole folder in the folder tree to a business, contact or jobbag by right clicking on that folder and selecting smart folder, once you have done this all documents inside that folder will be linked to the business, contact or jobbag.