Navigation
7.4. Link Documents to Clients, Tickets, and Projects
Learn how to link existing AlgaPSA documents to clients, tickets, or projects with the Link Documents selector while editing records.
7.4. Link Documents to Clients, Tickets, and Projects
Learn how to link existing AlgaPSA documents to clients, tickets, or projects with the Link Documents selector while editing records.
7. DocumentsUpdated: 5/22/2026
This feature allows you to associate documents already in AlgaPSA with other entities like clients, tickets, or projects. When creating or editing a client, ticket, or project, look for a "Link Documents" option. This will open a selector where you can search and choose from your existing AlgaPSA documents.
