The Document Linking feature in Numero enables users to connect related transactional documents, making it easier to manage all documents associated with a particular customer or project in one place. This functionality is particularly useful when users need to compare related documents to make decisions—such as which quote to approve or which customer invoice to forward—by viewing all linked files in a single click.
Document Linking brings together all relevant documents around a “base” or “primary” document, creating a centralized view. For instance, a Statement of Work (SOW) could serve as a base document and be linked to vendor quotes, customer quotes, or customer purchase orders, providing a comprehensive view of the documents associated with a specific project or client.
Benefits of Document Linking
Centralized Access: With Document Linking, all related documents are gathered around a primary document, providing a consolidated view for easy access.
Efficient Decision-Making: Users can quickly compare related documents, such as multiple quotes, without manually searching for each file. This helps in making faster decisions on approvals or next steps.
Enhanced Organization: By linking documents, users create logical groupings around projects or clients, helping to keep related files organized and easily accessible.