The Document tool lets users view documents that are attached to a record. The tool icon appears only when the user selects a single record in the grid. If the selected record has a document attached, the icon is orange. If no document is attached to the record, the icon is white.
To launch the Document tool, select a record in the grid and click the Document button . A window appears displaying the documents associated with this record:
Note: When run on a form for a new record this will only work after the record is saved.
Overview Video