View related document for an integrated app record

You can view the documents associated with the records in the list by following the below steps:

 

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. The record list slide up panel will pop-up at the bottom of the 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 double-click on any document from the list to open it in the item viewer.