You define a document reference by adding a reference to the list of document references. You can then associate this reference with an external file. The software adds this association by storing the file path in the database.
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Select Actions > Define Document Reference.
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On the Document Reference Definition dialog, under Filter by, select a document category.
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Select a document type.
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Select Add.
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Under Edit, type a value in the Document box.
If you selected All types from the Document type list under Filter by, select the required value from the Document type list under Edit.
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Type a suitable document description in the Description box if needed.
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Beside the Path and file name box, select the ellipsis button
to select the required file.
You do not have to associate a document reference with an external file. You can
do this at some other time when needed.
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On the Select File dialog, select the required file.
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Select Apply to store the document reference in the database and select another document category if needed.