Linking Documents with Document Relationships

You can create document relationships between entries in the Links tab of the Metadata dialog box of the folder browser, or in the Links tab of the Metadata Pane in the document viewer.

A document relationship has two parts: the entries that will be linked, and the relationship type you will use connect them. For instance, when connecting an email message and its attachment, you will designate one of the two documents as the message and the other as its attachment.

Only two documents may be connected with a single relationship, but you can create as many document relationships for a document as you want. For example, if an email has three attachments, you could not connect them all with a single relationship, but you could create three different relationships from the email to each of its attachments. You could also create a link group to contain all of the documents, as link groups can have more than two members.

Important: Changes to document relationships will be applied immediately.

To link two documents using a document relationship

  1. Open the Metadata dialog box or Metadata Pane for any entry.

    2. Note: You can also link multiple documents at once. See Linking Multiple Documents with Document Relationships for more information.

  2. Select the Links tab and then select Document Relationships.
  3. Click Create Document Link. The Create Document Link dialog box will open.
  4. Navigate to the document to which you want to link the current document.
  5. In the Choose link from option, select the relationship between the current document and the document you are linking. The reverse relationship will automatically be listed in the Link from selected document drop-down.

    6. Example: If you have the Links tab open for an email and want to create a link to an attachment, you would select "Attachment" in the Choose link from drop-down. This would create the relationship "Attachment" from the email to the attachment, and the relationship "Message" from the attachment to the email. If you wanted to create the link starting from the attachment, you would select "Message" instead.

  6. Click OK to save the link.
  7. Optional: Set a comment on a new or existing relationship by double-clicking the Comments column for the row you want to edit. The column value will become editable, and you can type your comment.

To link two documents using a document relationship

  1. Log in to the web client as a user with the Write Metadata entry access right for the documents you want to link.
  2. Select a document in the folder browser, or open it in the document viewer.
  3. In the details pane to the right, select Create link.
  4. Next to Document Relationships, select Create link. The New Link dialog box will open.
  5. Navigate to the document to which you want to create a link and select it.
  6. In the Relationship type option, select the relationship you want to add.
  7. Optional: Expand Show custom properties and add a custom property. Custom properties are primarily used for integrations.
  8. Select Save to save your changes.