Add an Item File Link

Add a link to a file from the item record.

  1. Double-click an item in the Item Master to open the item record.

  2. Click Edit on the item record toolbar.

  3. Select the General tab in the Item dialog.

  4. Right-click in the Associated files box and select Add Link.

  5. Navigate to the file that you want to link to the item and click Open.

    Tip: You can also drag and drop a vaulted file onto the Associated files box to link it to the item.
  6. Confirm that the link type is correct. If not, right-click on the linked file and select a different link type.

  7. Save and close the Item.