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Share your product feedback

Status Future consideration
Categories Notes
Created by Terence Osmeña
Created on Jun 4, 2025

Add PDF workspace documents as a related link to records

What is the challenge?

Cannot find PDF workspace documents in the documents list when I try to link a PDF document I have added to Knowledge > Documents, when I add a related link to a record

What is the impact?

Have to manually link from the PDF document instead of the record itself

Describe your idea

Allow PDF workspace documents to appear in the list of documents when you add a related link from the related tab to a document

  1. Go to record

  2. Go to related tab

  3. Add a link

  4. Select related relationship and document record type

  5. Search the list and find PDF workspace documents, in addition to workspace notes and whiteboards

  • Attach files