Link documents to Sage Construction Management records in the Document Viewer

You can link documents to Sage Construction Management records directly from the Document Viewer and connect them to relevant project information.

1. Go to Leads or Projects and select a lead or project from the list.

2. On the Lead or Project page, select Drawings in the Lead Library or Project Library category of the Lead Menu or Project Menu section.

3. Open a drawing in the Document Viewer.

4. Select Link to Sage CM Record on the top left.

5. Select a Feature and a Record from the dropdown lists.

6. Select Save.