Record Linking

Record Linking allows you to create a view of a record within a file.

 Create a link to a record

From the Active Site:

1. Select an item you wish to link a record to
2. Navigate to the RecordPoint ribbon
3. Select Link to Record
4. A Create Record Link pop up will appear
5. Perform a search by Title or Record Number to locate the record to link
6. Select the record and click Save
7. Provide a Title to identify this record link and click Save
8. The document link is now visible within the file