- The related user field gives you access to additional criteria when searching for forms to associate with the row.
To access additional criteria;
- 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