Relate Stack to a Document

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Documents that have a common entity are grouped together by creating a Stack. For this group or relation to be formed, the Stack has to be related with the documents (in other words, add the documents). You can relate a Stack with multiple documents.

 

To Relate an Existing Document with a Stack

1.In Globodox, select Workspace > Stack Types in the Navigation pane.
2.Now, select a Stack Type from the Stack Types node.The Stacks of the selected Stack Type will now be displayed in the right pane.
3.Select a Stack that you want to relate to a document. The Stack will now be displayed in the Details pane.
4.By default the Information pane will be displayed on the left side of the Stack Details pane. The documents that are already related to this Stack will be displayed in the Document List pane.
5.In the Document List section, click the Relate button and select the Relate to existing Document(s) option to an existing document. The Look Up window will be launched.
6.Select the All 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. The documents that contain the word that you have entered in the Look for box will be displayed in the Search Result list.
7.Select a document to relate 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 it back to the Search Result list.
8.Click the OK button to select the document. The selected document will now be displayed in the Document List pane and will be related with the Stack.
9.Click the Save button on the Information bar to save the changes.
 

To Add Documents from Disk and Relate it with a Stack

1.In Globodox, select Workspace > Stack Types in the Navigation pane.
2.Now, select a Stack Type from the Stack Types node.The Stacks of the selected Stack Type will now be displayed in the right pane.
3.Select the Stack that you want to relate to a document. The Stack will now be displayed in the Details pane.
4.By default the Information pane will be displayed on the left side of the Stack Details pane. The documents that are already related to this Stack will be displayed in the Document List pane.
5.In the Document List section, click the Relate button and select the Add Document(s) from disk and Relate option. The Add Files window will now be launched.
6.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 Document List pane.
Also see Add documents from disk.
 
Note:
Once the documents are added, you will get a confirmation message box asking you whether you want to delete the added files from the original location (on the disk).If you want to delete the added documents then click the Yes button; if not then click No.
 

To Scan a Document and Relate it with a Stack

1.In Globodox, select Workspace > Stack Types in the Navigation pane.
2.Now, select a Stack Type from the Stack Types node.The Stacks of the selected Stack Type will now be displayed in the right pane.
3.Select the Stack that you want to relate to a document. The Stack will now be displayed in the Details pane.
4.By default the Information pane will be displayed on the left side of the Stack Details pane. The documents that are already related to this Stack will be displayed in the Document List pane.
5.In the Document List section, click the Relate button and select the Scan document and relate it option. The Scan window will now be launched.
6.Select a scanner from the Select a Scanner drop down.
7.Click the Start Scan button to scan the document. The scanned document will now be displayed in the Preview pane of the Scan Window.
8.Select the location to add the scanned files in the Destination tab.
9.Now, click the Add button to add the scanned document to Globodox. The scanned document will now be displayed in the Document List pane.
Also see Scan and add a document.

 
Notes:

A document can be related to only one stack at any time though it can be linked to multiple stacks.
You can click the document name displayed in the Document List pane to open it in the Display pane of the Stack window.
The simplest way of relating a document to stack is by dragging and dropping the document to the Document List section.
When you relate a Stack with a document, a strong link is created between the two. This means if you delete a Stack, all the documents that are related to it will also be deleted. You can use Links to create a loose link between a Stack and a document. In that case, if you delete a Stack, its linked documents will not be deleted and vice-versa. For more information, see Link the selected Stack.
 

Related Topics

Add Stacks to a Stack Type
Break Relation between Stack and Document

 


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