External documents can be linked to customers or JiffyTrade^™ documents such as quotes and invoices.

This makes it easier to keep all related paperwork organised.

Why Link Documents?

Linking documents helps you track paperwork related to a job or customer.

For example:

• A guarantee certificate linked to an invoice
• An inspection report linked to a quote
• A compliance certificate linked to a customer

This creates a complete record of work and documentation.

Linking to a Customer

When uploading or editing an external document, you can assign it to a customer.

This allows you to quickly identify which documents belong to each client.

Examples include:

• Certification issued to a customer
• Insurance documents related to a job
• Product guarantees

Linking to a Quote, Estimate, or Invoice

External documents can also be linked directly to a JiffyTrade^™ document.

This helps keep supporting paperwork associated with the job it relates to.

For example:

• A certificate attached to an invoice
• An inspection report attached to a quote
• A warranty attached to a completed job

Viewing Related Documents

When documents are linked correctly, it becomes easier to:

• Identify documentation related to a job
• Locate paperwork for a specific customer
• Maintain complete records for business or compliance purposes

Backups

External documents are included in the JiffyTrade^™ Backup System.

When you create a backup, the following are stored together:

• Business data
• Receipts
• External documents
• System records

This ensures you can restore your entire document archive if needed.