Linked records can be created directly from a document record or can be created independently then linked to a document record at a later time. Linked Records must be configured by the System Administrator before they can be used.
1. Select and then right click a record from the main grid.
2. Select Records from the context menu.
3. Select Create Linked Records.
A column named Linked Records and a hyperlink to the Linked Records have been added to the main grid of the Primary Reference.
A column named Primary Reference and a hyperlink to the Primary Reference have been added to the main grid of the Linked Record.