How can I view all related documents in my WebForms account?

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  • Updated 7 years ago
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Is there a way to link documents that I have sent with the original Purchase Order document?
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Posted 7 years ago

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Jessica McDouall

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A “Related Documents” link is available via Next Steps off of every document in WebForms. This option will show you all documents created from the selected source document. We recommend utilizing the “Label” feature in conjunction with “Related Documents” to assist in organizing your WebForms account.