Link existing documents to a parent record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Link documents that are in your repository to a parent record.

    Vorbereitungen

    Role required: none

    You must have sufficient permissions to access the document.

    Prozedur

    1. Navigate to the required record (for example, Incident).
    2. Select the Documents tab.
    3. Select Edit.
    4. Select the documents you want to link.
    5. In the Actions on selected rows drop-down menu, select Link Documents.