Browsing documents in the Integrated App records

You can view the PaperSave documents that are associated to any instance of type of record in an integrated application that PaperSave is integrated into. You can browse the documents in the Integrated app records using the below steps:

1) Choose the context from the tree view for the desired record type in an integrated application. Let's choose context as Blackbaud's The Raiser's Edge -> Constituent.

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 at the bottom of screen.

4) Click on the "VIEW RELATED DOCUMENTS", as shown below.

 

Tip: Double click on a particular Integrated application record to view the related documents.

 

5) It displays a list of documents attached to the selected integrated app record, as shown below.