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Linking documents to contacts and service providers

The contact record

Documents can be linked to contacts (individuals or organisations) in the same way as they are linked to other objects in Flow360. Simply go to the docs tab on the contact record and add documents in the usual way.

Special consideration for documents linked to service providers / contractors

Documents that are added to the contact record of service providers can be automatically shared in the following ways:

  • a client or manager adding a document to a service provider / contractor contact record can autoamtically share that document with the provider by setting the access on the document record to 'services group';
  • a service provider / contractor adding a document to their own contact record can automatically share that document with all of their clients by setting the access on the document record to 'services group'. This can be useful for making available to clients any certifications that apply to the contractor.