Linking documents to a parent record

Documents can be linked to records referred to as "parent records." You can create a document version and reference it through a parent record. You can also view, edit, download, or delete document references in the parent record.

Note:

The terms "other record" and "parent record" are used interchangeably and refer to any records to which documents are linked.

You can use references to link a document record to any other table or record on the platform.

• Enable viewing related documents in a parent record
  Add the Documents related list to the record to be able to link and view documents related to the record.
• Create a document record in a parent record
  Add documents to a parent record so they are available for downloading, sharing, or viewing directly from the record.
• Upload a document version in a parent record
  Upload a document version for each document in the parent record.
• Download a document from its parent record
  Download documents related to a parent record directly from the record.
• Link existing documents to a parent record
  Link documents that are in your repository to a parent record.
• Unlink documents from a parent record
  Remove and unlink documents from a parent record when they are no longer relevant.
• Delete a document from a parent record
  Delete documents directly from a parent record.

Parent Topic:Using Document Management