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Related Info: Documents

The Related Infotab displays records to which the document is attached, organized by module. Currently, this page features only the Assets sub-tab.

Refer to the sections on External Links or Library Documents for instructions on adding new documents.

Assets

The Assets sub-tab lists assets to which the document is attached, displaying the Asset Name and Parent Location for each.

You can take the following actions on the page:

  • Add: Click this to open the Asset lookup and add assets to the page, thus attaching the document to the chosen assets.

  • Remove: Select assets on the page and click Remove to remove the document from the selected assets.