Manage Related Records

    You can relate physical records with physical records and SharePoint Online documents and items.

    To manage related records, select a physical folder/record from the table, and then click Manage related records. You can perform the following operations to manage related records:

    • To add related records, click Add related records. Search for the records that you want to add, select the records, and click Save.

    • To view the details of a related record, click the name link of the related record.

    • To delete the added related records, select the records, and click Delete.