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There are two options for linking an e-mail to a contract.
Go to ‘E-mail’ in the main navigation. You will get an overview of all e-mails that you have sent to Contractify. In the overview you can see which e-mails are already attached to a contract. These e-mails have a folder icon next to them. This does not mean that they can’t be linked to another contract. It’s possible to link an e-mail to multiple contracts.
Click on the subject of the e-mail that you want to link to a certain contract. To link the e-mail to a contract, click on the + sign on the right side, next to ‘Linked to contracts’, next select folder, subfolder and eventually the contract itself. Click on ‘Save’ afterwards.
Go to ‘Contracts’ in main navigation. Select the contract to which you want to link an e-mail.
Hint: if you have a lot of contracts, you can use the filters to find the right one.
When the contract is opened, go to ‘E-mail’ on top of the page. There you can click on ‘Link mail’. You can fill in keywords for the subject or sender of the e-mail. Click on ‘Link’ next to the right e-mail and the e-mail has been successfully linked.
