Documents

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 select document with attachment . A window appears displaying the documents associated with this record:

Note:  In order to open a Document related to a form for a new record you must first save the record.

The Documents tool enables you to configure and manage: