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What is the difference between related documents and attachments?
What is the difference between related documents and attachments?
Moustafa avatar
Written by Moustafa
Updated over 3 years ago

Attachments are now separate from the Related Documents function.

Attachments are files, such as Excel spreadsheets, Word documents or PDFs, that you can attach to your generated document. Attachments will be visible to both parties on the toolbar to the left of the document.

The Related Documents function allows users to use information (i.e. the answers to questions) from already created documents in the “My Documents” repository to populate new documents that have common attributes.

More on related documents and attachments can be found here and here respectively.

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