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Linking Documents Together

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 most views 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 such as the search results, virtual folder or 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.

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

  2. 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 create links between documents found in a search

  1. Run a search.
  2. Select the documents to link together and click Link. At least two files must be selected.
  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 in the document tray

  1. “Move” all of the documents you want to link into the document tray.
  2. In the Document Tray, select the files you want to link and right-click to select Link Documents.
  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.
  4. The documents are now linked. You can see how many files a document is linked to in the Linked column.

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.

To search for linked documents

  1. From the Advanced Search screen, select the search criteria Special Fields > Has Link.
  2. Select Yes or No from the drop down list and click Search.