You can link documents together with relationships in the app. A document link has two parts: the entries that will be linked, and the relationship type you will use to connect them. For instance, when connecting an email message and its attachment, you can designate one of the two documents as the message and the other as its attachment.
Only two documents can be linked with a single relationship, but you can create as many document links for a document as you want. For example, if an email has three attachments, you can not connect them all with a single link, but you can create three different links from the email to each of its attachments.
To create a link and relationship between documents
- Navigate to one of the document's that will be linked.
- Open the Metadata pane.
- If links already exist, you will see the number of links next to Links. If links don't exist, you will see No links next to Links. Press the link next to Links.
- Press Create Link.
- Navigate the repository and select the checkbox next to the document you want to link to, then press OK. If you want to change the document you linked, press Browse, navigate to another document, then press OK.
- In the Relationship type option, select the relationship between the current document and the document you are linking.
- You can optionally add custom properties to links. For example, a manufacturing company, that links documents containing manufacturing parts together, can add a part name and its size as a custom property to the link. Click Add custom property. Type the name and value of the property in the appropriate boxes.
- Press the check mark in the top right corner to save the link.
- The link's details will be displayed after saving the link, along with the option to create another link. You will see the link's folder path, relationship type, and reverse relationship.
- Press the More button next to the link to add a custom property or delete the link.