Viewing and Modifying Document Relationships

You can view and modify the document relationships applied to a document 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.

A document relationship has two parts: the documents that will be linked, and the relationship type you will use connect them. Each relationship type has two parts. 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.

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

In the Laserfiche Windows client, you can also see the number of document relationships applied to a document or folder on the Links tab of the Metadata dialog box, if the Document Relationship option is selected within the tab. For example, if a document has two document relationships, the tab will say "Links: 2." If no document relationships have been applied to the entry, there will be no number listed. (If the Link Group option is selected instead, the number of members of the link group will be displayed.) In the Laserfiche web client, a blue dot will appear over the Links tab icon if there is at least one document relationship or link group assigned to the document.

Important: Changes to document relationships will be applied immediately.

To view or modify document relationships on a document in the Windows client

  1. Open the Metadata dialog box or Metadata Pane for any entry.
  2. Select the Links tab and then select Document Relationships.
  3. All current relationships applied to this document will be listed, as long as you have sufficient rights to see the linked documents. You can review the following document relationship information:
    • Name: The name of the document to which the current document is linked.
    • Relationship Type: The relationship the specified linked document has with the current document. For example, if you view document relationships for an email, a linked attachment will display "Attachment" as its relationship type.
    • Reverse Relationship: The relationship the current document has with the specified linked document. For example, if you view document relationships for an email, a linked attachment will display "Message" as its reverse relationship.
    • Path:The path to the linked document.
    • Comments: The comments provided when the relationship was created. (You can modify this value. See step 6 for more information.)
  4. To open a linked document, double-click the name of the document, or select the document and press Enter. The document will open immediately.
  5. To add a new document relationship, click Create Document Link. See Linking Documents with Document Relationships for more information.
  6. 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.
  7. To remove a document relationship, select the document and click Remove Document Link, or press Delete. See Removing a Relationship Between Documents for more information.

To view or modify document relationships on a document in the web client

  1. Sign 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 Details.
  4. Review your document relationship. To add new document relationships, complete the following steps:
    1. Next to Document Relationships, select Create link. The New Link dialog box will open.
    2. Navigate to the document to which you want to create a link and select it.
    3. In the Relationship type option, select the relationship you want to add.
    4. Optional: Expand Show custom properties and add a custom property. Custom properties are primarily used for integrations.
    5. Select Save to save your changes.

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