Access the Reference Documents for a Preserve Record

This topic describes how to access the list of Reference Documents for a Preserve Record. You can create a new Reference Document, or modify, or delete an existing one.

Steps

  1. Access the Preserve Record whose Reference Documents you want to access.
  2. On the datasheet that appears, select , and then select Reference Documents.

    A list of Reference Documents linked to the selected Preserve Record appears.

    The Reference Documents section of a Preserve Record

    Note: See the Manage Reference Documents section of the documentation for additional options when working with reference documents.

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