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Document Linking within FileHold

Document to document linking allows users to link related documents together that would not be stored in the same folder thus allowing users to quickly see a listing of all documents linked to the master file with minimal clicks.

Documents that are linked together are sometimes referred to as a compound document. For example, a master contract document could be linked to all of its contact amendments. Users are then able to quickly see a listing of all documents linked to the master file with minimal clicks. This allows users to quickly organize documents into logical groups based on the context of the document compared to others in the system.

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.

One click on the "linked" hyperlink and you can see all the documents that are linked together. Links are not a one to one ratio; documents can be linked to several other documents as either child or parent links.

Using an advanced search, you can search for documents that are linked.

Watch a short video on how document linking works in FileHold.