Linking documents

Administrator users can link documents together with this option.

  1. Add required documents to the Documents Cart.
  2. Select the documents from the cart.
  3. Click Actions and then select Link. Refer to the screenshot below:

  4. The Link Documents window opens. Select 2 or more than 2 documents to link and click Yes. Refer to the screenshot below:

  5. A pop-up message appears to confirm the documents are successfully linked.
  6. Afterward, whenever you right-click on one of the linked documents and click Related Documents, interrelated documents will all be displayed on the screen.