Documents Tab on Custom Objects
The Documents tab within the Custom Object view displays all documents linked to the selected custom object. Users can upload documents directly from this screen, with the platform automatically indexing files based on configured settings, including default classification parameters when applicable.
Key capabilities include:
- Viewing all related documents in one place
- Adding new documents seamlessly
- Automated document indexing based on system configuration
- Accessing document management actions through the Actions menu for selected files
A representative interface image is provided to illustrate the Documents tab functionality.