How to Link People with Documents?

Miso lets you link case related documents with people and issues involved in your case.  

Step 1.

Click on the "Documents" icon found on the left hand navigation column

 

Step 2.

Click on the "Pencil" icon to open document details in the sidekick.

 

Step 3.

In document details, click on "+ Link people" button

 

Step 4.

Tick the people you would like to link and press "OK" to confirm

Note: To unlink a person and a document, click on the "x" button next to the person you want to unlink. This person will be unlinked from the document.