Link documents

Explore Job Aids for more help:

Job Aids

Editor and Administrator-level users can link documents together with this option.

To Linking documents, follow the steps below:

  1. Add required documents to the Documents Cart.
  2. Select the documents from the cart.
  3. Click Actions and then select Relate Documents. Refer to the screenshot below:

  4. The Relate Documents window will open. Select the appropriate option from the dropdown menu. See the screenshot below.

  5. Press Save to complete the relating documents process. A notification ‘Documents related’ is displayed in the top right corner of the screen.