Viewing Interrelated documents for an Integrated App record

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.

Note: This option is dependent on the interrelationships that have been defined the "Configure Multi-Association" module (currently, under development) in the Configuration Area.

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.

5) It will display the list of interrelated documents for the selected record, as shown below.

Tip: You can double-click on any document from the list to open it in the item viewer.