Most Records in the system have an Associated Documents tab. This tab allows Documents to be linked to other Documents within the system.
Associated Document(s) tab
On the Associated Documents tab, click the Add New icon to make a link between this record and another document in the system.
Figure 1 – Associated Document(s) tab
On the Add Associated Document popup, Select a Document Type and Document and click the Save button.
Figure 2 – Associated Document popup
Referenced on Document(s) tab
Click the Referenced on Documents tab to display a list of all documents that have this record associated to them.
Figure 3 – Referenced on Document(s) tab