The Reference Documents window serves as the primary user interface for managing reference documents.
You can access the Reference Documents window from the Record Manager at the top of the datasheet area if the Has Reference Documents relationship definition has been defined for the family of the record that you are currently viewing. You can click the Documents link on the Record Manager Tasks menu to access the Reference Documents window.
The Reference Documents window provides various options that allow you to:
View the actual reference document file that is currently associated with the current record (e.g., if the reference document file is a Word document, you can view the Word document in Microsoft Word).
Create a new Reference Document record to link to the current record.
Edit a Reference Document record that is linked to the current record.
Remove the link between a Reference Document record and the current record.
When you highlight a reference document in the list of documents, the description and file type appear in the area below the list.
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