Linking Companies to Files

You can link a relevant company to a file so that you can track which companies you are working with on a file, and send emails to or generate templates with that company information easily.

1. 1. When in the file you wish to link a company to, under the File Details tab, click Contacts. 

 

5. 2. Click Link Contact. 

6. 3. A window will open on the right where you can choose Companies tab to search for the company you wish to link to the file or add a new company by clicking +Add. 
   

Only companies without employees will be visible on the Companies tab.

4. Once you selected the company, click OK, and you will be brought to the next page where you can select the type of contact this company is for this file, e.g.:

You can also add here the unique reference number received from this company.

5. This company will now appear in the Contacts tab under File Details.

 

The company name will show in the First Name column, as well as the Company column, on this page.

If a company was linked to a file while there was no contact associated with the company, and then a contact was later added to that company, any existing files where the company was linked will still remain linked only as company.

Unlink a Company from a File

Should you need to unlink a company from a file, under the File Details > Contacts tab, select the company you wish to remove from this file and click Unlink. 

Confirm OK that you wish to remove this company from this file.

The company will no longer appear in the Contacts tab under File Details.

To learn how to link contacts to files instead of companies, go to Linking Contacts to Files.

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