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7.4. Linking Existing Documents

Documentation for 7.4. Linking Existing Documents

7.4. Linking Existing Documents
Documentation for 7.4. Linking Existing Documents
7. DocumentsUpdated: 4/8/2026

This feature allows you to associate documents already in Alga PSA 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 Alga PSA documents.

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