Working with Links

Document Links are ways of connecting two documents, regardless of where they might be in the repository. If you have linked two documents, they will remain associated with one another regardless of where you move them in the repository, even if you rename them or otherwise modify them. For instance, you might use document links to associate an imported e-mail message with its attachment. Thus, even if you moved the e-mail message and attachment to different parts of the repository, you could quickly find and open the attachment when viewing the e-mail and vice versa.

Viewing Document Links

You can view the Document Links tab by opening the Metadata dialog. The Links tab will display the document or documents which are linked to your current document. You can view the name of the linked document, the type of link, and the document's location. You can also open the document directly by double-clicking on its name.

Linking and Unlinking Documents

You can link documents together directly from the Links tab. You will use a document relationship to connect documents, and the link type you will use must be created before you link the documents. It is a good idea to consider carefully what document relationships your repository needs, to ensure that you have the tags you need and to avoid extraneous document relationships. Creating a document relationship will make it available for the entire repository.

To link two documents using a document relationship

1. Open the Document Links tab of the Metadata dialog.
2. Click on the Create a document relationship button, which has a green plus sign on it. This will open a "Create a Document Link" dialog. 
3. Browse your repository and choose the document you wish to link.
4. In the Choose link from box, select the link type you would like to use.
5. Click Ok.

To remove a document link

1. Open the Document Links tab of the Metadata dialog.
2. Select the document which you would like to unlink from the current document.
3. Click on the Remove the selected relationship(s) button, which has a red X on it.