How to View the Origin of a Huddle

Use the following steps to trace a Huddle back to its origin (source document or context).

# Step-by-Step Instructions

# Step 1: Open the Huddle

Start by opening the Huddle you want to trace.

# Step 2: Open the Huddle Menu

Click the highlighted icon to open the Huddle options.

# Step 3: Locate the Source Label

Double-click the "From thisBILL" or similar label to navigate to the source.

# Step 4: View the Source Details

Click the element shown to access the full origin details.

# Step 5: Open the Original Source

Click the final link or button to open the originating document or item.

✅ You’ve now successfully traced the Huddle back to its origin.

Need help understanding the source context? Check out the Huddle documentation for more guidance.