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Thereforeā„¢ Help

How do I view linked objects in the Thereforeā„¢ Dynamic Web View?

 

 

 

1.In the Thereforeā„¢ Dynamic Web View, click on a document and select the 'Linked objects option from the 'Actions' menu.

 

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Note:

If the Actions tabs is collpased, select the following tab:

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2.The opened document will have a list of cards on the right panel with a list of 'Linked Objects'

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Note:

Workflow and Tasks initiated through the Thereforeā„¢ Dynamic Web View will appear in the 'Linked Document List.

Automatic document links need to be configured in the Thereforeā„¢ Solution Designer for the category.

Manual document links need to be created in the Thereforeā„¢ Navigator (e.g. an appended document or file).

 

 

 

 

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