Last modified by MasterApps Support on 2021/06/18 02:14
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1 Processes give you the ability to copy Documents, Events and Notes (and Actions) from the related Incident / Claim through the use of **Links**. This prevents the need to upload 2 copies of the same Document / Event / Note in the main Incident / Claim areas as well as the Process to which it relates.
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3 From the **Documents** / **Calendar** / **Notes / Actions** area of Processes, the blue **Link** button will bring up a list of Documents / Events / Notes which can be linked to the corresponding area of the Process you are viewing.
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5 [[image:Attachments.WebHome@mceclip0.8dff5.png||style="max-width:525px" alt="mceclip0.png"]][[image:Attachments.WebHome@mceclip1.52707.png||style="max-width:771px" alt="mceclip1.png"]][[image:Attachments.WebHome@mceclip2.898d0.png||style="max-width:659px" alt="mceclip2.png"]]
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7 [[image:Attachments.WebHome@mceclip3.a3be6.png||style="max-width:394px" alt="mceclip3.png"]]
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9 If your Process Workflow includes a step for uploading or generating a document, existing documents can also be linked from the Workflow itself. Only existing documents matching the required document type will made available when linking by this method.
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11 [[image:Attachments.WebHome@mceclip5.b1efa.png||style="max-width:269px" alt="mceclip5.png"]]
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13 Documents and Notes in the main library which have been linked to a process are identified by a **Process** flag and may default to hidden based on your filters.
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15 [[image:Attachments.WebHome@mceclip6.309ea.png||style="max-width:695px" alt="mceclip6.png"]]
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17 Linked Documents and Notes appear in the Process libraries with an __Unlink__ option between Edit and Delete. Likewise, selecting a Process Event also displays an __Unlink__ button.
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19 [[image:Attachments.WebHome@mceclip7.e3cca.png||style="max-width:667px" alt="mceclip7.png"]][[image:Attachments.WebHome@mceclip8.463e2.png||style="max-width:155px" alt="mceclip8.png"]]
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21 Selecting __Unlink__ will open a confirmation window indicating that Unlinked Documents / Events / Notes will still appear in the main library. Select **Unlink** to confirm.
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23 [[image:Attachments.WebHome@mceclip9.7cf3d.png||style="max-width:432px" alt="mceclip9.png"]]

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