Link One Document with Another Document

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Links can be used when you want to maintain a connection between two Documents belonging to the same Document Type or different Document Type, in other words you want them to be loosely linked and not strongly linked. You can link single document with multiple documents.

 

To Link a Document with Existing Documents

1.Select a document from the List View pane. The document will now be displayed in the Documents Details pane.
2.Click the Links tab on the left bar of the Document Details pane. The Links panel will now be displayed.
3.In the Linked Documents section, click the Link button and select the Link existing Document(s) option to link the document to an existing document. The Look Up window will be launched.
4.Select the Documents option from the Look in box and type all or part of the file name in the Look for box and click the Find button.
5.The documents that contains the word that you have entered in the Look for box will be displayed in the Search Result list.
6.Select a document to link and add it to the Selected Files list. Use this button to add the selected document from the Search Result list to the Selected Files list and use this button to remove the document from the Selected Files list and move them back to the Search Result list.
7.Click the OK button to select the document. The selected document will now be displayed in the Linked Documents list.
 

To Add a Document from Disk and Link it with another Document

1.Select a document from the List View pane. The document will now be displayed in the Documents Details pane.
2.Click the Links tab on the left bar of the Document Details pane. The Links panel will now be displayed.
3.In the Linked Documents section, click the Link button and select the Add File(s) from disk and link option. The Add Files window will now be launched.
4.Select one or more files that you want to add and click the Open button. The selected document(s) will now be displayed in the Linked Documents list.
Also see Add documents from disk.
 

To Scan a Document and Link it with another Document

1.Select a document from the List View pane. The document will now be displayed in the Documents Details pane.
2.Click the Links tab on the left bar of the Document Details pane. The Links panel will now be displayed.
3.In the Linked Documents section, click the Link button and select the Scan document and link option. The Scan window will now be launched.
4.Select a Scan Profile from the Select a Scan Profile drop-down to select the scan settings.
5.Select a scanner from the Select a Scanner drop down.
6.Click the Start Scan button to scan the document. The scanned document will now be displayed in the Preview pane of the Scan Window.
7.Select the location to add the scanned files in the Destination tab.
8.Now, click the Add button to add the scanned document to the Globodox DB. The scanned document will now be displayed in the Linked Documents list.
Also see Scan and add a document.

 
Notes:

When you link a document with another document, a loose link is created between the two i.e. If you delete a  document, its linked documents will not be deleted and vice versa.
You can click the document displayed in the Linked Documents list to open it in the Document Details window.
You can create a strong link between a document and a Stack. For more information, see Relate a Document to a Stack.
 

Related Topics
Link Document with Stacks

Break Link between linked Documents
 

 


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