Linking Documents

To create links or a thread between two or more documents (and/or mail items) from within the Document module:

1. Open the details screen for the document.

   

2. From the More menu select Link Items.

3. Click Add, choose the type of work item to add, and search for the item.

   

4. Select the items to be linked and OK when finished.

5. Save the selected items, Close.

6. Linked Items are displayed at the bottom of the Document Details window.