Add Reference Documents to a Record on the Bulk Data Form Page

Steps

Access the Bulk Data Form page.
On the Bulk Data Form datasheet, in the grid, select the checkbox next to the record that you want to add the reference document.

Note: You can add a reference document to one record at a time.
On the upper-right corner of the page, select , and then select Reference Documents.

The Reference Documents window appears.
Select .

The Reference Documents datasheet appears.
As needed, enter the values for ID, and Description.
In the Document Path field, select .

The Edit Document Path window appears.

Note: You an either upload a file from the local network by selecting Browse, and navigating to the path of the file or you can link to an external network file.
Select Save.

The Reference Document is added to the selected record in Bulk Data Form.