Reference Documents Workflow

Note: Before manipulating Reference Documents, you must configure the Has Reference Documents relationship. Many of the baseline families in GE Digital APM already possess the Has Reference Documents relationship, but it will need to be added for any new or custom families.

This workflow provides the basic, high-level steps for using Reference Documents. The steps and links in this workflow do not necessarily reference every possible procedure. For more procedures, see the links in the Related Information section.

Add a Reference Document.
Modify a Reference Document.
Unlink a Reference Document from a Record.
Access a File Associated with a Reference Document.
Save a Copy of a Reference Document to a Different Location.