The document list user field (also known as related user field) allows you to create a new, link related existing or link existing download forms within a list table row.
Create New Document
1. Click on the 3 horizontal lines in the document list user field.
2. Click on Create New Document and then select the form type you want to create from the listed below.
Link Related Document
1. Click Link Related Document and then search for the form you want to select.
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To add forms to the Create New list, refer to Custom Split for Forms |
Link Existing
1. Click on the 3 horizontal lines in the document list user field.
2. Click on Link Existing and search for forms to link to the row by using the keyword search box or clicking on the 3 horizontal links (in red square) to open up the goal search tool.
Click on the Menu icon
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
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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