Docs (Advanced): Link Documents to Jobs

Every job you do for a client involves handling documents. Linking docs to a job gives you access to documents right from the job card and makes the job automatically move forward through the pipeline once the paperwork has been completed. Here's how it works.

Covered here:

• What you gain from linking docs
• How linking docs to jobs works
• Link docs to jobs while uploading
• Link docs to jobs while requesting e-signature
• Link docs to jobs from a job card
• Link docs to jobs while viewing the document or docs list
• Link docs from the Windows app

What you gain from linking docs

Linked documents can enhance your practice in many ways:

• Your team members will find docs along with other job details in one place - on the job card.
• You can set up your jobs to move automatically to the next stage of the pipeline once the document has been signed by all parties. For details, see the article on Automove for e-signing.
• You can have your jobs move automatically to the next stage of the pipeline once the document has been approved by the client. Learn how in the detailed article on Automove.
• You can have your jobs move automatically to the next stage of the pipeline once the client has accepted the document pending payment. Find more in the article on Automove for locked docs.

How linking docs to jobs works

Linking documents to jobs makes them available in pipelines. They can be linked to jobs by the firm owner, admin or team member with access rights to manage documents. 

Once docs are linked, they appear in the Documents section of the job card. Click the X to the right of the doc to unlink it.

Link docs to jobs while uploading

Here’s how you do it:

1. Begin the docs uploading process. For details, check out the article on how to upload documents.
2. Select a folder with the Client can view or Client can view and edit access, then click Next.
3. Make the adjustments you need and click the Link jobs button below.
4. You will see the list of existing jobs for the client: select one job or more and click Link.

Also, you can:

• Type in the job name in the Search field and press Enter on your keyboard or click the 🔍︎ button to find a job.
• Click the up-down arrows next to the Name column to sort the list by the job name.
• Click + Create new job to add a job for the client, then Refresh job list. For details, see our article on job creation.
• Click the job name to open the job card.

Once you've linked a job to a document, you'll see the list of linked jobs next to the names of the document and the pipeline. Click X on the right to unlink a job.

Link docs to jobs while requesting e-signature

You can link docs to jobs right while requesting the e-signature. To do so, click + Link jobs at the top right of the page and select what jobs should be linked in the sidebar.

Link docs to jobs from a job card

You can link docs to jobs right from the pipeline. Follow these steps:

1. Open the pipeline, then click on the job card.
2. Click + Link on the top right and select Documents.
3. Choose the document(s) and click Save.

Link docs to jobs while viewing the document or docs list

You can link docs to jobs while viewing the document or from the list of documents on  Account > Docs > Documents, Account > Docs > Signatures or Documents > Clients docs > Recent pages. Follow these steps:

1. Click three dots to the right of the document name and select Link documents in the dropdown .
2. Choose the job(s) and click Link.

Link docs from the Windows app

You can link documents to jobs from the Windows app. There are two options:

• When uploading a document, turn on the Link to job toggle, then select the job from the list. 

• Right-click a file on your TaxDome Drive, select Link to job, then choose a job from the Select job dropdown, and click LINK.