Synquis - Project Management Software
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    Link-OM - Operations Management Software
    Operations and Task Management Software
    Link-OM helps to improve relationship between teams and customer by providing greater visibility into operations and task management.
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    Link-PM - Project and Portfolio Management Software
    Project and Portfolio Management Software
    Link-PM offers ready-to-use robust & powerful control tools for globally prioritising, planning & executing projects, programs and portfolios.
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Link-OM - Operations and Task Management Software
Link-OM - Operations and Task Management Software
Simple way to Assign Tasks, Track and
Deliver on Time
Link-OM - Operations and Task Management Software Features Pricing Information Free Trial
<< Go to Help Guide

How to Add a Document

 

Step 1: Click on “Documents” tab on the top menu:

Documents


Step 2: Click on green plus icon on the “Manage Documents” screen

Manage Documents


Step 3: Enter required details on Add Document screen. Bold labels are mandatory fields. Click Save to save the document and click on Save & Add Document to save this document and add the new one

Add Document


Notes:

  • If “Internal” checkbox is selected, then the document will be displayed for the staff, not to the client
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