Defining Related and Reference File Mapping

In the Related and Reference Files mapping page, you can define the document record’s related files or references that you can link to the linked record.

You can define this mapping only once when you create a linked record from the document record. If you make subsequent changes to the Related Files or References, the document record does not automatically update.

Do not copy the primary file from the document record. This creates a copy of the file, which is not updated, in the linked record.

To define related or reference file mapping:

Under Related Files or Reference Files, click the cell in the second column that corresponds to the document object's folder in the first column.