Linking Documents

Create links between documents to keep them together.

To link a document to another:

  1. Open the document.

  2. Click the Links tab.
    Links tab to link document

  3. Click the plus icon to open a new window.

  4. Select the Module that you would like to link the item from.

    Select module in Select work items pane

  5. Enter in the search criteria and click Search.

    Search criteria in Select work items pane

  6. Select the document(s) and click the arrow icon.

    Select the document to link in select the work items pane

  7. Click Save.

To download documents from the Links page, select one or more documents, and then click the Download icon.