Relate Document to a Stack

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You can relate a single document or multiple documents to a Stack. When you relate a document with a Stack, a strong link is created between the two i.e. If you delete a Stack all the documents that are related to it will also be deleted.

 

To Relate a Document to a Stack

1.Select a document from the List View pane, to relate it to a Stack. The document will now be displayed in the Documents Details pane.
2.Click the Information tab on the left side of the Documents Details pane. Click the search button besides the Related Stack box to select a Stack. The Look Up window will be launched.
3.Select a Stack Type from the Look for drop-down and type a word which best describes the Stack in the Look for box. Now, click the Find button to find the Stack.
4.The Stack that contains the word that you have entered in the Look for box will be displayed in the Available Data list.
5.Select the Stack in the Available Data list. Use this button to add the selected Stack to the Selected Data list and use this button to remove the Stack from the Selected Data list and move them back to the Available Data list.
6.Click the OK button to select the Stack. The selected Stack will now be displayed in the Related Stack box.
7.Click the Save button on the Information bar.

 
Notes:

You can click the Stack displayed in the Related Stack box to open it in the Stack Details window.
You can also link a document to one or more Stacks. For more information, see Link Documents with Stack.
You can also relate multiple documents to a common Stack together. To do this, first select the documents. Then go to Document Details pane --> Information pane --> Other Information --> select the stack from Related Stack. The documents will now be related to the selected stack.
 

Related Topics

Set a Document Type of a Document

Break Relation between a Document and Stack

 


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