Adding references is an effective method to include searchable metadata in the content file. Multiple references can be defined. Enter a specific category in the reference field, such as a case number, policy number, or customer name.

Note: References are encrypted within the secure .tera container and cannot be modified.

1. Access References

2. Add “+” References

3. Delete “-” References

4. Enter Reference Field

5. Enter Reference Value
   Enter the Reference corresponding value. For example, case number '3345.'

6. Examples:
   

   Reference - Reference Value:
   Case Number - 3345

   Policy Number - 12087645

   Customer Name - John Doe