Linked Documents Search

You can search for linked documents in the Search Pane. These searches can return documents that have been linked by a document relationship and/or those that are a member of a link group containing a specific comment.

Example: If "Document A" is an email with an attachment of "Document B," then searching for the document relationship "email" will find "Document A." If a document was added to a link group with the comment "annual conference", you could locate that document by searching for that link group comment.

To search for a document relationship

In the Laserfiche Windows client

1. In the Search Pane, click Customize Search and select Links.
2. Select Relationships.
3. Select one or more relationships from the relationship from the selection box. To select multiple relationships, hold down CTRL while clicking the relationship names.
4. If you selected multiple relationships, do one of the following:
• To find documents assigned one or more selected document relationships, select at least one from the Find documents with —of the following selected relationships option.
• To find documents assigned all selected document relationships, select all from the Find documents with —of the following selected relationships option.
5. Click Search.

To search for a link group member

In the Laserfiche Windows client

1. In the Search Pane, click Customize Search and select Links.
2. Select Link Groups.
3. Under Find documents with a comment containing, type the link group comment for the link group member you want to locate.
4. Click Search.