How to link, view and delete documents from the Accountable Person record
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Access the Accountable People records list.
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The Accountable People list page is displayed. Click on the Accountable Person record to display their details.
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The ‘Accountable Person’ page is displayed with that record.
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Click the Documents tab.
Link a Document
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Click on the dropdown arrow in the Document list 1 field.
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Click on the Document 2 to be linked. It’s number will appear in the Document list 1field.
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Click the Link 3 icon to link the Document.
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The linked document will appear in the Documents list.
View a Linked Document
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Click the View Document 1 icon.
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The Document viewing window will be displayed.
Delete Document Link
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Click the Delete Link 1 icon.
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The ‘Confirm’ window appears. Click OK to delete the link, or click Cancel.
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