Linking Documents in the Document Management System

The ability to link documents together is a key feature that helps to organize documents into logical groups. Links give users quick and efficient access to files that are related to the document they are working with no matter where the file is stored in the Library. For example, a master contract document may be linked to its amendments.

The Linked column is visible in the folder view and shows the total number of documents that are directly linked to that document. These links may be of either parent or child relationship.

Linking maintains a parent-child relationship between the documents that are linked together. In other words, one document, the “parent”, will serve as the main document that all other files, the “children”, will refer to. When linking two or more documents together the user must specify the parent document in the linking relationship.

You are able to link documents that are in the same folder or from disparate areas of the Library. To link documents in disparate areas, see Linking Documents in the Document Tray.

To view document links

1. From the Linked column, double-click on the linked number.

• Tip: You can also right-click on a document and select View Linked Documents.

2. The Documents linked to "Document Name" panel opens. All of the documents that are linked to the selected document are shown.

3. Click on the Up or Down arrow in the Parent/Child column to view the parents (Up arrow) or children (Down arrow) of the linked document.

To create a link between two or more documents in the same folder

1. Select the files that are to be linked within a folder. At least two files must be selected.

2. Click Link.

3. In the Create Links Between Documents window, select the “parent” document from the list and click Link. The other files are considered “children” to the “parent” file. The documents are linked.

To link documents from different areas of the Library

1. Send or drag and drop the documents you want to link to the Document Tray.

2. Select all the documents you want to link, right-click and select Link Documents.

3. Select the "parent" or "master" document from the list and click Link.

4. A message stating that the documents have been successfully linked will appear.

To remove document links

1. From the Linked column, double-click on the linked number.

2. The Documents linked to Document Name panel opens. All of the documents that are linked to the selected document are shown.

3. Select the document and click Remove Link. The link will be removed.

See Also:

Document Tray