View linked business process records

If a document in project or shell Documents or Company Documents has been attached to one or more business process records, an icon will appear in the BP column next to the document in the log. You can view the records to which the document is attached as long as you have view permissions for that BP.

To view business process records to which a document is linked

1 In the project or shell Documents or Company Documents log, select a document. Documents with the paperclip icon in the BP column are linked to BP records.
2 Click the View menu and select Linked BP Records. The View Linked Records window opens.
3 To open the BP record form, select it form the list and click the Open button or double-click the record. You must have permission to view the specific BP in order to open the record.

 

 

 

 


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