View Interrelated documents for an integrated app

You can view the documents that are indirectly related to any instance of type of record in an integrated application that PaperSave is integrated into. Follow the below steps to view the interrelated documents for an integrated app record:

1. Choose the context from the tree view for the desired record type in an integrated application.
2. Select the record for which you wish to see the inter-related documents.
3. A record list slide up panel will pop-up in the bottom of screen with the operations that can be performed on the single record.
4. Click on "view interrelated documents" as shown below.

 

 

It shall display the list of interrelated documents for the selected record as shown below: