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      How to Associate documents to a Project?

      Sequence > Left Navigation Bar > Projects

      1. Follow the above-mentioned workflow to land on the Projects grid.
      2. For a project you want to associate documents to, click the three-dot icon. 
      3. From the options revealed, click Associate. This opens a popup allowing you to associate Customer quotation, Supplier quotes, Customer invoices, and Supplier invoices to the project. 
      4. To associate any document, mark the respective checkbox(s) and click the Valider button.