Document references

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • References are used for linking a document record to other records, which can be any other table or record on the platform.

    A reference is a link or mapping between a document and a target or a parent record.

    You can add references directly and view all document references in other records across the platform by navigating to Documents > References.

    You can create and link document references directly from references or from the document record.