Link Document to Dossiers

1.

Click on 'Link Document to Dossiers' of the right-hand menu.

2.

When clicked on the action, user is taken to the Search page
with all the Documents listed in the search results section.

Select a checkbox of the Dossier that you want to link to the Document.

3.

Click on the 'Selected Items...' drop-down menu and select "Link to <nameofthedocument>".

4.

Once clicked on the action, "Specify Data Points" dialogue is opened.
User can specify Data Points for newly linked Dossiers or change Data Points for already linked Dossiers.

5.

User can either go back to the Document
or click on the button 'Select more Dossiers'

6.

Once clicked on action 'Show linked dossiers' dialog with all information is opened. User has option to download.