Link documents and mail to a model

1. Open the model in the viewer.
2. Select the object(s) you want to link records to.
3. Click the linked records icon. You'll see a number indicating if there are records already linked to that object. 
4. Choose either Link to Documents or Link to New Mail.

View linked records

1. Click Manage Linked Records to see all the documents and mail linked to the object. You can also click the link icon from the main toolbar.
2. Filter the list to show documents, mail, or all records. You can view the document in the Document Register, or a mail in the Mail Register.
3. If you need to, you can unlink a document.