Before you can create a reference to an existing document, you need a document type that attaches existing documents instead of creating new documents.

Create a document type to attach files

  1. Click > > > .

  2. Press CTRL+N to create a new document type.

  3. In the field, type an identification for your new document type.

  4. In the field, type a name for your new document type.

  5. In the list, select .

  6. In the list, select .

Create a reference to an existing document

  1. Select an existing record.

  2. On the Commandmenu, click .

  3. Click and select a document type where is .

  4. Select the file that you want to attach, and then click Open.

    The name of the attached file is automatically entered into the field.

  5. Enter a note about the attached document into the note text pane at the bottom of the form (optional).