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Working with Record Documents

Every record can have documents associated with it. Documents are external files, such as images or word processing files, that are uploaded into the database.

There is a Documents tab in the main tab bar which lets you search for and view documents across the entire database. There is also a Documents link in the left pane of each record type. This link takes you to a Documents page that lists only documents that are associated specifically with the record that you are currently viewing or editing.

Details of how to use the Documents page to manage your record's documents can be found in Viewing Documents.

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