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How do I link multiple Events to a Document?
How do I link multiple Events to a Document?
Updated over 3 months ago

Objective:

  • Connect multiple Events from a Booking to a Document

  • Have multiple Events on my contract

Procedure:

  1. Open the Document to be linked

  2. Select the dropdown menu next to Linked Events near the top to of the Document

    3. Click the Checkboxes next to the Events you wish to link
    4. If desired, make one of those Events the Primary Event (This is where the Document smart fields will pull their information from)

Additional Information:

At this point in time, it is not possible to link multiple events to a Document upon creation, only after it has been initially created.

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