Access Reference Documents

Steps

  1. Access Record Manager, selecting the record whose reference documents you want to view.
  2. Select , and then select Reference Documents.

    In the drop-down menu, the number listed before the Reference Documents menu indicates the number of existing reference documents for that record. On selecting this menu, the list of available reference documents appears for that record.

Note: See the Manage Reference Documents section of the documentation for additional options when working with reference documents.

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