Add a link to a new item

You can link a new item to a document from the Manage linked items panel.

These steps start after you have opened the Manage linked items panel from the register or the PDF viewer. If you are adding a new photo, you must allow Document access to your photos.

From the Manage Linked items panel, tap Add.

At the Add link prompt, tap Link new item.

Select the source of the new item. You can add an item from the gallery or create a new form from existing form types.

To add a form, skip this step and continue with step 5. To add an item from the gallery, do one of the following:

Select Take a Photo. The camera opens and you can take a photo. When you have the image you want to use, tap Use Photo, and then tap the Complete icon.
Select Upload Existing image. A dialog box showing thumbnails of items in the gallery opens. Select an image, and then tap Add. Enter the title, notes, tags, and access level. Tap Save.

To add a form, select a form type from the list. A new form opens. Fill out the form and tap Save to save the form or Complete action to save and progress it through the workflow.