Linked documents is a configuration option enabling you to link and or associate different documents to one another within a site. This link can be created during the uploading / creation of a new document or after a document has already been uploaded.
1. Add a document by following the add document process or by editing an existing document or creating a new version.
2. Scroll down the screen where you will see an area titled Linked Documents (the naming can be altered upon request).
Linking to an existing document:
1. Click on Link to link an existing document
2. Select the document area where the document to be linked is stored
3. From the available list tick, the check box of the document followed by clicking the ‘Link’ button
Linking to a new document:
1. Click on Add to link to a new document
2. Select the area of the system where this document will be placed
3. Complete the sections required for adding a new document, uploading the document and clicking on the ‘Save’ button
Viewing Linked Documents
Once documents have been linked, they will be viewable, and selectable by a user.
1. Open the document link to view the document
2. Click on the button titled ‘Linked Documents’
3. From the pop-up box select the document title of the linked document to view it.