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Link an Existing Record to a New Record

Steps

1. Access Record Manager.

2. In the Record Hierarchy, find the record that you want to link to a new record.
3. Next to the family in which you want to create a new record, select .

4. Select Add New Record.

   A blank datasheet appears.

5. As needed, enter values in the available fields.

6. Select .

   The new record is saved and linked to the specified record.

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