Creating a New Link Group

You can create a new link group for any document that is not already a member of a link group. Creating a link group can be done in the Links tab of the Metadata dialog box in the folder browser, or in the Links tab of the Metadata Pane in the document viewer.

If a document is already a member of a link group, you will not be able to create a new link group for that document, but you can remove the document from its current link group and then create a new link group.

When a new link group is created from a document, the document will be added as the first member of that link group. If you want to add the document to another, already existing link group instead, you will need to do so from within a member of that other link group; see Adding Documents to a Link Group for more information.

Important: Changes to link groups will be applied immediately.

To create a new link group

In the Laserfiche Windows client

1. Open the Metadata dialog box or Metadata Pane for any document.
2. Select the Links tab and then select Link Group.
3. Click Create Link Group. Your new link group will automatically be created, with the current document as the first member. For information about adding documents to your new link group, see Adding Documents to a Link Group.

In the Laserfiche web client

1. Open the Metadata dialog box or Metadata Pane for any document.
2. Select the Links tab and review the Link Group section.
3. If the document is not yet a member of a link group, no link group information will be listed. There are two ways to create a new link group: by adding another document in the repository to this document's link group, or by importing a document as a member of this document's link group.
• To add another document in the repository to this document's link group:
1. In the Link Group section, click Add Document.
2. Browse to the document you want to add to this document's link group and select it.
3. Optional: Type a comment in the Comments box.
4. Click Select. Your link group will be created, with your current document as the first link group member and the document you selected as the second link group member.
• To import a document and add it to this document's link group:
1. In the Link Group section, click Import Document.
2. Browse to the document you want to add to this document's link group and select it.
3. Optional: Type a comment in the Comments box.
4. Click Select. Your link group will be created, with your current document as the first link group member and the document you selected as the second link group member.

Tip: You can quickly see whether a document is a member of a link group by adding the Link Group Number column to the folder browser. If the document is not a member of a link group, the column will be blank; if it is, the column will display the link group number of that document. See Assigning Columns for instructions on displaying columns in the folder browser.

Related Topics

• Links
• Viewing links
• Link groups
• Viewing and modifying link group information
• Adding documents to a link group
• Removing documents from a link group
• Document relationships
• Performing a linked document search
• Link groups (Laserfiche Administration Guide)