Add the documents which you wish to share in this package. Click the icon to add documents to the list. You can remove a document by clicking its icon. You can change the document properties by clicking its icon. 


The order in which the documents show up in this list is the order which they are shown to the users. If you want to re-order the documents you can click and drag the ::: handles on the left of the item and drag it up or down.


When editing the document, you have the following options:


Document Name: The name of the document to share. You don't actually share specific documents from the Record - you share documents by name. Any document that matches the name will be shown to the users. If you have more than one document with the given name in the Record then the users will see both.


Allow Annotations: By checking this ON you will be allowing the external users to add or change annotations on the document. Be sure this is OK as these annotations will be active on the document when viewed by internal users as well.



When viewing documents in the package the user will see the document in this fashion: