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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

Checking this option will create a linked document record under the Activities tab in Outlook as a Journal Entry.

Note:If you have checked the box Look for synchronized data in dtf files on the Synchronization tab of the Tools -> Options menu, the “Create or Update Linked document” option will be automatically checked and unchangeable each time you save a quote.