
In a view, right-click on a document and select View Linked Documents.To view documents linked by metadata field values If the default linking option cannot be applied, documents related to the first metadata field value in the schema is used. The selected linking option is maintained when the Linked documents pane is opened.
How do i link documents in word 2013 manual#
This reduces the manual effort of users to manually link documents together. A metadata field value and not match the schema.A metadata field value and matching schema.Since users are typically looking for related documents, FileHold can show documents in the Linked documents pane that are related by: Select Yes or No from the drop down list and click Search.From the Advanced Search screen, select the search criteria Special Fields > Has Link.You can see how many files a document is linked to in the Linked column. The other files are considered “children” to the “parent” file. In the Create Links Between Documents window, select the “parent” document from the list and click Link.In the Document Tray, select the files you want to link and right-click to select Link Documents.“Move” all of the documents you want to link into the document tray.
Select the documents to link together and click Link. To create links between documents found in a search In the Create Links Between Documents window, select the “parent” document from the list and click Link. Select the files that are to be linked within a folder. To create a link between two or more documents in the same folder You are able to link documents that are in the same folder or from disparate areas of the library such as the search results, virtual folder or document tray. These links may be of either parent or child relationship. The Linked column is visible in most views and shows the total number of documents that are directly linked to that document. When linking two or more documents together the user must specify the parent document in the linking relationship. In other words, one document, the “parent”, serves as the main document that all other files, the “children”, refers to. Manually linking documents allows users to maintain a parent-child relationship between the documents that are linked together. Click the pin icon to keep the pane in place. Click on the Up or Down arrow in the Parent/Child column to view the parents (Up red arrow) or children (Down green arrow) of the linked document. All of the documents that are linked to the selected document are shown. Search for linked documents from the metadata pane. From the Linked column, double-click on the “linked” number. Right-click on a document and select View Linked Documents. The Linked documents pane can be pinned in place using the Pin icon. Linked documents can be viewed in the Linked documents pane. Common metadata field values can also be searched on from the metadata pane.Ī user can also find related (linked) documents from the metadata pane. Automatically by matching common metadata field values from within the same schema, a non-matching schema, or all schemas. Manually linking documents together from a view.
For example, a master contract document may be linked to its amendments. Links give users quick and efficient access to files that are related to the document they are working with no matter where the file is stored in the Library. The ability to link documents together is a key feature that helps to organize documents into logical groups.