Tutorial: Add Related Documents & Attachments
Goal: Keep related information organised by linking Zudello documents to each other or attaching external supporting files.
Persona: Maria Garcia (New General User)
Often, multiple documents relate to a single transaction or process. For example, a credit note might relate to a specific invoice, or a purchase order might have a corresponding quote. Zudello allows you to create links between these related documents within the system. Additionally, you might need to attach external supporting files (like delivery dockets, signed agreements, or email correspondence) directly to a Zudello record for context or evidence.
This guide covers both scenarios: linking existing Zudello documents together and uploading external files as attachments.
Sections:
Let's start by linking related Zudello documents.