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How to link an audit to a Site, Asset, Contact or Document

This article explains how to link a completed audit form to a site record

  1. Navigate to the Audits tab on the left navigation bar.

  2. Choose the form you want to link to a Site/Asset/Contact/Document.

  3. Click the Overview tab and then the edit button on the right.

  4. Pick the Site/Asset/Contact/Document you want to link to the form and click save.

  5. Your completed audit is now linked to a Site/Asset/Contact/Document!