Individual Documents Child Form

Modules>CRM>Find, Query, or Add Individual>Individual Profile>More Tab>Misc Tab>Individual Documents child form

Use the Individual Documents child form to list, edit, or add documents related to the individual.

This topic covers the information you can see on the Individual Documents child form.

Individual Documents Child Form Information

The Individual Documents child form displays a list of documents related to the individual. You see the following columns on the Individual Documentschild form:

Column	Description
Document Code	Displays the document code.
Document Name	Displays the name of the document.
Document Summary	Displays a summary of the document.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.