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 (Standard View)
- In the project or shell Documents or Company Documents log, select a document. Documents with the paper clip icon (
) in the BP column are linked to BP records. - From the right-pane, select Linked BP Records.
- To open the BP record form, click the hyperlink for the Record No. You must have permission to view the specific BP in order to open the record.