The related user field gives you access to additional criteria when searching for forms to associate with a 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
Create New Document
9. Click on Create New Document and then selecting the form type you want to create listed below.
Link Related Document
10. Click Link Related Document and then search for the form you want to select.
