Is there any way to link a document (in Docs tab) that you | Blue

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n874PLUS

Sep 11, 2024

Q: Is there any way to link a document (in Docs tab) that you have created in Blue, to a record?

It would be super handy to see this when viewing a record, so you can just click for reference.

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Manny_Blue

Sep 12, 2024

A: Not yet, but we have had many people ask for this, so we will likely include a custom field for this in the future where it presents a dropdown of documents

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