Linking Multiple Documents with Document Relationships

You can create document relationships for multiple documents at once in the Links tab of the Metadata dialog box in the folder browser.

Note: This functionality is not available in the Laserfiche web client.

Note: Linking multiple documents is a convenient way of creating multiple document relationships between documents in a single operation. However, it does not link more than two documents together. Each document relationship is still a one-to-one relationship; the process simply creates several one-to-one relationships at once. If you want to join more than two documents with a single link, you can use Link Groups.

To create multiple document relationship links at one time

  1. Select multiple entries, either in a single folder in the folder browser or from search results. You can select multiple entries by holding down CTRL while you click on them.
  2. In the Tasks menu, select Link Documents. The Link Documents dialog box will open.
  3. By default, the first document in your selection will be listed under Source Documents and the remaining documents will be listed under Target Documents. To move a document from one category to the other, select it and then use the > or < button to move it.
  4. In the Link Type option, select the relationship you want to create. This relationship will connect the Source Documents to the Target Documents; the reverse relationship will be connect the Target Documents to the Source Documents.

    5. Example: You have one report and three supplementary documents that go with that report and should be linked to it using a "Report/Supplemental Materials" document relationship. To achieve this, you would select all four documents and open the Link Documents dialog box. You would ensure that the report was in the Source Documents column and the other three documents in the Target Documents column, and select the relationship "Supplemental Materials."

  5. Click OK to save your changes.

    6. Tip: If you specify more than one document in the Source column, all the documents in the Target column will be linked to all the documents in the Source column. For example, if you have multiple reports with the same set of supplemental materials, you could move both of the reports to the Source Documents column. Both would then be linked to all of the documents in the Target Documents column.

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