Document Relationships

A document relationship is a link metadata type in Laserfiche that allows you to connect two related entries, such as an email and an attachment. Document relationship information is stored with the entries, and is available when viewing the document in the document viewer and folder browser, as well as in search.

Tip: You can also use a document relationship to connect two folders, or a document and a folder.

Document relationships use a word or phrase of description to help you categorize your documents and keep track of related documents. For example, you might connect documents of different types that are related in some way, such as an agenda and its packet or an email message and its attachment. You might also use document relationships to indicate document status, such as a document that has been superseded and the document that superseded it.

Connecting documents using document relationships allows you to quickly locate related documents, since you can jump directly from a document to any document that it is linked to. You can also search based on document relationships.

Users can add custom properties to document relationships. This feature is primarily intended for integrations.

Note: Document relationships can only connect two documents. To connect more than two documents, use a Link Group.

Note: When linking two documents, you will only be able to select document relationship types that have already been created. Document relationship types can be created and administered from the Laserfiche Administration Console. For more information, see Document Relationships in the Laserfiche Administration Guide.

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