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The document list user field (also known as related user field) allows you to create a new, link related or link existing forms within a list table row. 

Create New Document

1. Click on Create New Document and then select the form type you want to create listed below. 

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Link Related Document

1. Click Link Related Document and then search for the form you want to select.

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Click on the Menu icon

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This will open the Associate search window. Giving you access to the full set of criteria for searching. 

Once you perform your search. Add the results you require, and click save

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This will add these documents to the Linked Related Document area. From here select the ones you wish to associate with the row

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