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Form Manager

Content Tab

The content tab can be added to any form layout.  The content tab will display all documents that you have uploaded to the record you are viewing, as well as upload new documents.  Any documents created from this tab will automatically be connected to the record.  The content tab also allows you to create documents from any document templates you have created.  If you have merge fields in the template they will pull from the record that you are viewing.

To add a content tab to a layout:

1. Open the from manager for the module you would like to add the tab to.

2. Select the layout you would like to add the content tab to.

3. Tabs are located on the left side of the form manager under the section labeled "Additional Tabs".  The content tab is under the heading "System Tabs".  Click and drag the content tab to one of the open tab spaces above or below the form.

4. Click "Save Form Layout" when finished.

5. When you open a record from that module you will see the content tab.  If you click on it is will display all of the documents that are attached to that record.  You can also add new documents by clicking "upload a document".  You can create a document from a template by clicking "create from template".

See also