Using the Document Manager > Managing Documents
You can attach or detach a document to additional records. You can perform this function only for documents that are displayed beneath the Documents section of the tree in the Documents for window.
To attach a document to or to detach a document from another record:
In the Documents for window, select the document from the Documents section of the tree, and select Attach/Detach to other Rec(s) from the Options section of the Express bar. The Document(s) scan window is displayed.
Select an option:
To detach the document from a record:To detach the document from a record:
To attach the document to a record:To attach the document to a record:
Click OK. A message asks you to confirm the action.
Click Yes.