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<p><strong><span style="font-size: 14pt;">Follow these steps to link documents to other items:</span></strong></p>
<p><span style="font-size: 10pt;">1. In your HyperOffice portal click on <strong>My Documents</strong> or <strong>Shared Documents</strong>. </span></p>
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<span style="font-size: 10pt;"><br /><br />2. Find the document you wish to link.<br /><br /><br />3. To the right of that file under the "Modify" column, click on where it says <strong>(details)</strong>. <span style="text-decoration: underline;"><span style="color: #0000ff;"></span></span></span>
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<span style="font-size: 10pt;"><br /><br /><br />4. Scroll down to where it says "Linked Items" and click the <strong>Link an item</strong> button.<span style="text-decoration: underline;"><span style="color: #0000ff;"></span></span></span>
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<li><span style="font-size: 10pt;">The Create and link Button allows you to create a new item to link to. <span style="text-decoration: underline;"><span style="color: #0000ff;"></span></span></span>
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<li><span style="font-size: 10pt;">The "Create and Link" page allows you to create a contact, event, link, task, or upload a document. <span style="text-decoration: underline;"><span style="color: #0000ff;"></span></span></span>
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<span style="font-size: 10pt;"><br />5. On the "Link To:" screen you need to select whether you want to link your item to Contacts, Tasks, Calendar Event, etc. You then would do a <strong>Search</strong> for the item you want to link to. <span style="text-decoration: underline;"><span style="color: #0000ff;"></span></span></span>
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<li><span style="font-size: 10pt;">There is an option to link back. This makes it so the item you are linking to will show a link back to this contact.<span style="text-decoration: underline;"><span style="color: #0000ff;"></span></span></span>
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<span style="font-size: 10pt;"><br />6. Once you've found the item you want to link, select it by putting a checkmark next to the item and click the <strong>Link items</strong> button. <span style="text-decoration: underline;"><span style="color: #0000ff;"></span></span></span>
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