• Associated Documents screens allow items in CMPRO to be linked in
• User must be an Administrator, own the record or have EDIT NOT
OWNED user function assigned in order to manage associations.
• If associating item to a workflow record, the record must have a
workflow status of EDIT.
Scenario: Associate a Document
Path: Navigator Bar / Queue
Locate Work Queue Record
The icon to the left of the record number is the link to the record. 2
Additional Data Section of Workflow Record
The Associated Docs link is available in the Additional Data section on most workflow forms in CMPRO.
Associate Document from Repository
NOTE: The Add Associations From Import and External Associations links will display a different screen than seen
Record Detail with Associated Docs
The Associate and Return link was selected; displaying the parent record. As documents are associated, they will
display, as shown, up to 2 records. More than 2 will instead display total records as (#) to right of link.