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Linked Documents

If a DM file is attached to a BP record, the system lets you sign or send it for E-signature from within the DM.

If a linked file is sent out for E-signature, the BP record will remain linked to the original file. The E-signature status, E-signature log, and so on, from DM does not reflect back into the BP record. When the E-signature process from DM is complete, the BP continues to show as linked to the original file. However, the DM displays the signed and revised file.

Note If you link a DM file to a BP record and send the DM file for E-signature from the DM as well as the BP record, the result will be similar to attaching a checked-out file from DM to a BP record. In this case, the system revises the file on the BP record (the E-signature request [DM or BP record] that completes first revises the file in the DM first).

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Last Published Monday, March 2, 2026