Linking Documents

Follow

Updated:

Linking documents provides a way to relate common documents together for easy access. 

To Link two or more documents, select the documents from any of the List View pages such as a folder, search results, Saved Search, or Recent Documents, then click the Link Documents option in the Group Options menu. When this option is selected, a new link will appear in the document details panel for each linked document. When the user clicks on this link, the user will be taken to a List View of all of the documents in that link. The current document is also included in the linked document list.

link_docs

You can view the linked documents after linking them:

linkedDocs

To unlink a document, go to the Details panel and click 'Unlink all'. This will unlink that document from all others. Other documents, however, may still be linked to that one.

linked_Documents.png

NOTE: There is a limit of about 500 documents when using this option. 

Back to Top

Was this article helpful?
4 out of 4 found this helpful
Powered by Zendesk