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Document to object link

Each document can be linked to one or more objects. For example, an invoice for the purchase of a computer is linked to the computer. A report of a transfer of a computer between two workers is linked to the computer and also to the transferring and receiving workers. By link documents to objects, you can, for example, find all handover protocols related to a computer.

Creating a link

  1. Select an object in the object tree.
  2. In main window, select the Diary tab, right-click in the table, and select Diary from the context menu. Add - Document link.
  3. A window will open on the screen Documents , in which you double-click the document you want to link to the object.
Tip:

In the Documents you can search for a document using the table search functions, see Finding values and Filter.

Removing the link

  1. Select an object in the object tree.
  2. In main window, select the Diary tab, right-click on the document whose object link you want to remove, and select Remove from the menu.

Note: To view the removed document links, go to the Diary tab and enable the "Table - Show Deleted Items" option from the local menu.

 

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