Document Management: Document Linking FAQ
The ability to link documents together is a key feature
when logically organizing documents into logical groups. For example a
master contract document may be linked to its amendments. The following
FAQ answers questions around the linking of documents and how document
links can be viewed.
How do I know if other documents are linked to a document?
The linked column visible in the folder view is count of the
total number of documents that are directly linked to that document. These
links may be of either parent or child relationship. Looking at the below
screenshot taken from a folder in the library you can see that the first
document has 2 other documents linked to it while the second document
only has one document linked to it.
How do I view the linked documents associated with
a document?
By right clicking on the document (when using the FDA) or You
can see now that this document has 6 other documents linked to it and
by clicking on the View Linked Documents option I can see the list of
all documents that a document has linked to it and if the link is a parent
or child relationship.
How do I create a link between two or more documents?
Select two ore more documents you want to link together and click the
Link button in the FileHold toolbar. The dialogue that
appears will prompt you to select the Parent document from the list of
documents you want to link. All other documents are automatically designated
as child documents to the parent document selected.
What kind of link is created between documents?
Linking maintains a parent child relationship between the documents that
are linked together. When linking two or more documents together the user
must specify the parent document in the linking relationship.
How do I remove / delete a link between two documents?
First view the documents that are linked to the document that
you want to remove the link for. Use the instructions above to view the
linked documents for a document. With the linked document view open select
the document you want to delete the link for and click the Remove
Link button. The link will be removed.
How do I link documents in one folder to documents
in a different another folder?
Use the document tray utility to perform the link action - or
any other FileHold toolbar action - between documents that exist in different
folders or areas of the library.
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