The Related Documents function allows the user to attach electronic files, such as documents, spreadsheets, or images, to the record they are working ontheir working record. Related documents can also point to a URL (web) shortcut.
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Once the Document Type has been selected, you will return to the New Document screen.
Add Tags - Example: BILL INVOICE
This will assist the user when searching for the document.
On the New Document Screen, click
You will now be presented with an option to Add Permissions. (If your system requires permissions to be placed on a document, contact your System Administrator for the appropriate permissions for the Document Type.) To add Permissions, click
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