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Document Link To Object

Each document can be linked to one or more objects. For example, a computer purchase invoice is bound to the computer. A computer handover protocol between two employees is bound to the computer, as well as to the two employees. Document links to objects allow you, among other things, to search for all handover protocols related to a certain computer.

Create Link

  1. Select an object in the Objects tree.
  2. Go to the Main Window, select the Log tab, right-click in the table and select Add – Link to document from the context menu.
  3. The Documents window opens. Double-click the document that you want to link to the object.
Tip:

You can use the search in tables feature in the Documents window to search for a specific document; see Search for values and Filter.

Remove Link

  1. Select an object in the Objects tree.
  2. Select the Log tab in the Main Window, right-click on the document whose Link you want to remove, and select Delete from the context menu.

Note: If you want to display the deleted links to documents, go to the Log tab and enable the "Table – Display deleted items" option in the context menu.

 

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