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Section 1: Link Related Zudello Documents

Connect documents within Zudello to show their relationship.

Steps:

  1. Open Primary Document: Navigate to and open one of the documents you want to link (e.g., open the Credit Note).
  2. Access Related Documents Panel: Click the Related Documents icon (often looks like linked chains or documents) in the side action panel (far right).
  3. Add Document Link: Click Add Document.
  4. Find Related Document:
    • Use the filters (Module, Submodule) and search bar to find the other Zudello document you want to link (e.g., search for the original Invoice number).
    • Select the checkbox next to the document(s) you want to link.
  5. Confirm Selection: Click Select.

What Happens Next?

  • The selected document(s) now appear in the Related Documents panel of the primary document.
  • A link is automatically created in the other direction as well (e.g., the Credit Note will appear in the Related Documents panel of the Invoice).
  • You can click the document number in the panel to quickly navigate between linked documents.

To Remove a Link:

  1. Open the Related Documents panel on either linked document.
  2. Click the delete icon (trash can) next to the document link you want to remove.

Next Section: Upload Related Attachments

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