Linking Documents in Document Control

Documents in Document Control can easily be linked to each other by using the Linked Documents functionality.

The way it works is that when creating or editing a Document, you can link the current Document to any other Document that you have created. 

Once these are linked, when you are viewing the Document Details Page, you can go to the Linked Documents Tab to see the list of Linked Documents.

Moreover, there are several variables available for Linked Documents. If these are added to the Document itself, the variable will automatically populate this information by drawing the metadata on the Linked Documents from the system and showing them in your Document.

Linking Documents in the Document Creation Form

1. Go to Documents > Documents.
2. Use the Filters and Search field to find the Document you wish to Edit.
3. Click on the Actions button.
4. Click on Settings.

In the Document Details Form:

1. Go to the Linked Documents Field:
   • Search for the right documents by writing part of the title or the ID.
   • As the documents appear select them.
   • You can Link as many documents as needed.
2. Save.

Linked Documents Tab

Once the Documents have been linked, you will be able to see a list of all the Linked Documents in the Linked Documents Tab.

Using the Linked Documents variables

There are 4 variables related to Linked Documents. Each of these will give a different output:

${linked_documents_separator_LB}

The output of this variable is to show all Linked Documents in a list format.

The details of each Linked Document will include Document ID and Document Title.

The documents will be ordered by ID.

${linked_documents}

The details of each Linked Document will include Document ID and Document Title.

The output of this variable is to show all Linked Documents in one paragraph, separated by a comma. 

The documents will be ordered by ID.

${linked_documents_id}

This variable only contains the Document ID of the Linked Documents.

The output of this variable is to show all Linked Documents in one paragraph, separated by a comma.

${linked_documents_title}

This variable only contains the Document Title of the Linked Documents.

The output of this variable is to show all Linked Documents in one paragraph, separated by a comma.