Related Documents

The Related Documents panel allows you to add, view, or remove attachments for specific tasks as well as capture a signature for inspections.

PREREQUISITES: The first time you open Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information. Users must have the User Tag permission selected under the End User security role and Case User section in Admin. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

NOTE: A yellow dot next to Related Documents indicates an attachment is present on the case.

1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
2. On the task, click Related Documents to open the related documents section.

TIP: You can filter the list of records displayed. See Filter Records for more information.

See Attachments for more information on adding, editing, viewing, and removing attachments. See Capture a Signature on Inspection for more information about capturing a signature.