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

To access additional criteria;

  1. Click on the Menu icon
  2. This will open the Associate search window. Giving you access to the full set of criteria for searching. 
  3. Once you perform your search. Add the results you require, and click save
  4. 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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