There may be a time during your record life cycle that you may need to link an item from the account to the record for reference. There is an option to link items in either the details section and/or the stage of the record.
Note: Your role and permission settings determines your visibility to what items in the modules you may link. Meaning, if you do not have permissions to interact with documents or audits, items in those modules will not be available in the link drop down menu for selecting to link. You will have the ability to link anything you have permissions to interact with. This includes archived documents.
Linking an item to an Issue Record
If an item needs linked to the record as a whole, link the item under the details of the record. If an item needs linked in a stage, you may do so from there.
Click the link option and select the module and item you would like to link to the record/stage.
If a linked item needs to be deleted, click the trash can icon next to the title of the linked item. The application will require a comment when deleting linked items. All linked item activity is captured in the account audit trail.