Viewing Documents Linked to BP Records

If a document has been attached to one or more business process records, an icon will appear in the Business Process column next to the document in the log. You can view the records to which the document is attached.

To view business process records to which a document is linked:

  1. In the Documents log, select a document. Documents with the paper-clip icon in the Business Process column are linked to business process records.
  2. Click the View menu and select Linked BP Records. The View Linked Records window opens.
  3. To open the record, select it form the list and click the Open button or double-click the record.


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Last Published Tuesday, March 2, 2021