How do I use the Linked Documents Tab?

Owned by Mary Nuznov
Last updated: Dec 18, 2024
1 min read


The Linked Documents tab contains all the files and forms of the current activity you are viewing. In addition, when different activities are linked, the documents and forms of the linked activities will also appear.

If you need to learn how to link different activities together, please visit How do I link activities together?

  1. On an Activity Overview page, there will be a tab along the top, after the Details tab, called Linked Documents.

  2. Click on the Linked Documents tab.

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  1. Files can be text filtered, and toggles at the top of the page allow for including archived files, draft documents and incomplete forms

  2. The documents on this page can be sorted by status, Activity ID/Activity Name, File name, type, document status, submitted date, Month/Year, externally visible and archived status.

 

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