Document references
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.
- Create document references from document record
Link the document record to other records in any other table or record. - 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. - Delete a document reference from document record
Remove and unlink a document reference from a document record.
Parent Topic:Using Document Management