View related document for an integrated app record

You can view the documents that are associated to any instance of type of record in an integrated application that PaperSave is integrated into. Follow the below steps to view the related 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 one or more records for which you wish to see the related documents.
3. A record list slide up panel will pop-up in the bottom of screen.
4. Click on "view related documents" as shown below.

 

 

• You can view the list of related documents for the selected records as shown below:

 

 

Tip: You can see the related documents for a single record in the chosen integrated application context by double clicking on that particular record.