- Step 1. Go to Spreadsheet Online module from the left sidebar -> Select the file/folder to related.
Or right-click at the file/folder that you want to share and click on the Related
- Step 2. In the Add New Related popup, fill the following details:
1. Select the Related to: Project, Estimate, Contract, Proposal, Invoice, Expense of, Lead.
2. Select the value - Step 3. Click on the Save button
Result:
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