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7.4. Link Documents to Clients, Tickets, and Projects
Associate existing Alga PSA documents with clients, tickets, or projects using the Link Documents selector.
7.4. Link Documents to Clients, Tickets, and Projects
Associate existing Alga PSA documents with clients, tickets, or projects using the Link Documents selector.
7. DocumentsUpdated: 4/21/2026
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.