Create document reference from References
Link document references to any record directly from the References list. You can easily see all documents linked to tables and target records.
Before you begin
Role required: admin
About this task
Procedure
Navigate to Documents > Documents > References.
Select New.
Select the document.
In the Target Record field, select the Lookup documents using list icon
Image omitted: lookup-icom.png
Lookup documents using list icon.
Lookup documents using list icon.
In the Select the document dialog box, for the Table name field, select the table for the record you want to link the document to.
In the Document field, select the Lookup using list icon (
Image omitted: lookup-icom.png
Lookup using list icon\) and select the record to which you are linking the document.
Lookup using list icon\) and select the record to which you are linking the document.
Select OK.
Select Submit.
Parent Topic:Document references