Link documents to budgets/budget items

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Link documents to budgets/budget items

It is possible to attach an Excel table, a contract or any type of documents to project budgets or individual budget items. This enables you to establish better comprehensibility, e.g. for invoices.

  1. To attach a document, double-click on a budget or budget item.
  2. In the side panel, click on New link under Documents.

    InLoox for Outlook: Link a document to a budget or budget item

  3. In the dialog box, select the document from the list of existing project documents. You can also search for a specific document (e.g. by file name) by typing your query in the bar above the respective column header.

    InLoox for Outlook: Documents

  4. You can also click New to upload a new file (New file), link to a new file or add a new internet URL.