Client Content
One entity can be associated with other entities within the system, such as files, folders, tasks, jobs and so on. This is an easy way of saying that one entity is related to another entity within 12d Synergy. It can also explain how they are related to each other.
Associations can be added for the following entities from their respective pages:
Folders
Companies
Associations
Files
Tasks
Issues
1.1. How to Add Associations
When editing a project entity like a task, file, folder, company, or contact, click the Associations tab.
Click the
button.
Select one of the following options.
File – to select a file as an association
Folder – to select a folder as an association
Job – to select a job as an association
Task – to select a task as an association
12d Model project – to select a contact as an association
Contact – to select a contact as an association
Company – to select a company as an association
Issue – to select an issue as an association
The selected association is added to the entity you are editing.