During a project you may decide to link several documents to an issue at the same time. For example, you may have completed Phase 1, and want to link all Phase 1 documents to an issue to keep track of them. The Contract Management Search feature allows you to do this quickly.
To search for documents and link them to an issue:
Select a project in the Project View. Click Search in the upper right corner of the Workspace to open the Search window.
In the Search field, enter the keywords relating to the documents that you want to search for.
To search for multiple words in one field, use a space between words. For example, insurance liability. Contract Management lists documents that contain any of the words.
Mark the Include Attachments checkbox to search for the keywords in attachments.
Click Search to begin the search. Contract Management lists the search results at the bottom of the window.
Contract Management selects all the document checkboxes by default.
To prevent documents from being linked to an issue, unmark the checkboxes for the respective documents.
Click Link Selected Results to an Issue and choose the issue to which you want to link the documents.
For a new issue, click Add Issue and enter a code and a descriptive title.
Click OK when finished. The selected documents are linked to the issue.
