1. First page
  2. Documentation
  3. User Manual
  4. Document Actions
  5. Linking

Linking

You can link referred documents together or insert them into other documents. Linking and filing documents can be done in several ways, the action is enabled for documents that have the same owner. You cannot link or file documents owned by different companies. In this article we take closer look difference between linking, filing and attaching documents.

Linked documents are stand-alone documents that only relate to each other. When you link a document, it stays in the office. When sending a document, the linked documents are NOT sent with it.

Linking documents makes it easy to find related documents. Thus e.g. it is not necessary to search for the invoice and the delivery note separately, but only find the invoice and open the delivery note directly from the invoice. It is not necessary to search for each document separately.

Filed documents

Filed documents are documents that we file in an individual document. Filed documents are no longer standalone when we file them, they are no longer seen in the office.

Attached documents

Attached documents are an attachment of a document that is sent next to the document when sent to the recipient.
See this article about managing attachments.

If you take a document that has linked and filed documents out of archive, the linked documents are sorted into the corresponding folder, and the filed documents are only visible on the document in which they are filed.

You can reinsert and link documents to a filed or linked document. You can also perform actions on the filed and linked document, of course in accordance with your authorisations.

How to link or file the documents

Easiest way to link two documents is to hit ctrl+c on document you want to be linked and ctrl+v on document you want to link in document list (in your office or supervision).

Other ways to link or file documents are:

  • Right-click on a document in Document viewer to reveal pop-up menu
  • Go to Connections tab and right-click to reveal pop-up menu
  • Drag&drop the document into EBA DMS Document viewer
Picture 1: Right-click to reveal menu to connect or file documents.

Here is description of highlighted actions to link or file the documents:

Connecting documents

  • Connect with documents from clipboard
    Connects document(s) from clipboard with currently opened document.
  • Connect with a new document from EBA Printer
    Connects a new document from EBA Printer with currently opened document.
  • Connect with a new document from scanner
    Connects a new document from scanner with currently opened document.
  • Connect with a new document from file
    Connects a new document you choose from your file system with currently opened document.
  • Connect with a new document from template
    Connects a new document from template with currently opened document.

Filing documents

File new document to currently opened document

  • File in a new document from EBA Printer
    Files a new document from EBA Printer to currently opened document.
  • File in a new document from scanner
    Files a new document from scanner to currently opened document.
  • File in a new document from file
    Files a new document you choose from your file system to currently opened document.
  • File in a new document from template
    Files a new document from template to currently opened document.

File currently opened document to a new document

  • File currently opened document to a new one from clipboard
    Files document which is currently opened to a new document from clipboard.
  • File currently opened document to a new one from EBA Printer
    Files document which is currently opened to a new document from EBA Printer.
  • File currently opened document to a new one from scanner
    Files document which is currently opened to a new document from scanner.
  • File currently opened document to a new one from file
    Files document which is currently opened to a new document you choose from your file system.
  • File currently opened document to a new one from template
    Files document which is currently opened to a new document from template.

Open the Connections tab to see connected and filed documents:

Picture 2: Connections tab reveals which documents are connected or filed in.

See Connections tab article on how to maipulate with connected documents.

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