TCM

Next annotate the item you are linking in the white area at the bottom of the left-hand area of the screen.

To the lower right of the linking screen you will see the names of the folders and contacts the item is going to be linked to. You should see a link to the Daily Archive as all linked items are placed in the Daily Archive automatically. There will also be the name of the contact you have already chosen. To link the item to other folders or contacts click on the 'Add another' button.
This will bring the 'Find information' box on screen, again enter the name or at least two characters from the contact or folder name in the 'Find' box and click on the green light. When the contact appears in the 'Results list' double click on their name with the left mouse button. A link to the contact or folder chosen should appear in the list of contacts and folders the item is to be linked to.
To remove a contact or folder from the 'Link to' list highlight the relevant contact / folder and then click the 'Remove link' button.

If you would like to schedule a call or a reply to the contact you have 'received' or 'sent the item to' you can do this by clicking on the 'Schedule a call' button. See the User Guide for detailed instruction on scheduling a call.
Once you finished annotating and choosing the contacts and folders the item is to be linked to, click on the 'Link' button.
Remember also that Templates can be used to speed up annotations to documents and files when linking.