Using Document with Workstream

If your firm licenses both Document and Workstream, you can link client files stored in Document to Workstream projects. This integration allows you to:

• Create, change, or remove links between client files and projects from either Document or Workstream
• Display the Workstream project ID and name for client files in the Document file grids
• Access client files stored in Document from the Workstream Project - Linked Documents window
• Capture information about project and file links as part of the file history and in the user and file audit activity reports

Note: The link between a client file and its associated project remain in place even after the project is completed.

For instructions on creating a project and assigning it to a client, see the Workstream Help.