In Flows we can link a Docs document to the flow.
We can link a document to a flow in any status, click on the context menu and select the option Link Documents.
Only the issuer or person responsible for the flow can link documents.
Accessing the flow it is also possible to link documents, on the details screen click .
The screen for linking a document appears.
Locate the document that will be linked.
After locating the document click:
- Open: To view the document.
- Link: Associate the document with the flow.
Linked documents are displayed on the Linked tab.
Remove the link from a document #
If you need to remove the link from a document, go to the Linked tab.
In the document’s context menu, click Remove.