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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable viewing related documents in a parent record

Add the Documents related list to the record to be able to link and view documents related to the record.

Before you begin

Role required: admin

Procedure

  1. Navigate to the record, (for example, Incident, Interaction, and so on).

  2. Select the Additional Actions icon (

Image omitted: additional-actions-icon.png
Additional actions icon\) and select **Configure** > **Related Lists**.
  1. Move Documents from the Available list to the Selected list.

  2. Select Save.

Result

The Documents related list is added to the related lists available in the record.

Parent Topic:Linking documents to a parent record