Most Records in the system have an Associated Documents tab. This tab allows Documents to be linked to other Documents within the system.
Figure 1 – Associated Document(s) tab
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.
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