Within Tradepoint you can establish a link to an existing document in multiple places. The process to establish a link to an existing document will be the same wherever the Document is created. This functionality within Tradepoint provides an innovative and dynamic tool for document management in a business software application.

From any Contact file within the Collaborative tools section of the toolbar you will see a small icon labeled Documents.  Clicking this icon will open the main window to view any existing Documents associated with a contact.

Document management within Tradepoint is also structured by Categories so any existing documents will be organized by Category. An example of this is shown below.

Clicking on the New Scanned Document icon  will open a wizard to walk you through adding a document with a Scanner attached to your computer. Clicking on the New Documents icon  will open the main page to create a new document from within Tradepoint with. When the New Document icon is clicked the main screen you will see will have options to create a New Document, establish a link with a current Document and add a Document from your computer's hard drive.

Choose the section labeled Create a Link as shown in the screen view below.

When you have finished establishing a link to your document Save any changes and specify any Security Settings for the document either internally or externally through the web module on the right side of the screen and you have just established a link to a Document within Tradepoint.