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      How to Associate documents to a Project?

      Left menu > Projects

      1. Select Projects in the left navigation bar.

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      2. For a project to which you want to associate documents, click on the three-dot icon.

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      3. From the revealed options, click on Associate.

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      4. This opens a pop-up window allowing you to associate Client Quotes, Supplier Quotes, Client Invoices, and Supplier Invoices with the project.

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      5. To associate a document, check the respective box(es).

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      6. Finally, click the Validate button.

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