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Link to Documents

Link to Documents

Owned by Dusan Mikic (Unlicensed)
Last updated: Mar 27, 2018

Add a linkage to selected Document(s).

Step-by-step guide

No
Image demonstration
Instructions
1

Check if the following preconditions are met:

  • Extracted Documents
  • Updated Dossier Properties
  • Dossier moved from the Dossier Import Area to the Dossier site
  • Dossier in the status "Open"
2

Navigate to Document Library of the Dossier Site.

On the RIGHT menu the 'Link to Documents' action is displayed.

3

When clicked on the action, user is taken to the Search page with all the Documents listed in the search results section.
4

Select a checkbox of a Document that you want to link to a Dossier.
5

Go to "Selected Items" menu and click on "Link to <name of the dossier>".
6

Once clicked on the action, the "Specify Data Points" dialogue is opened.
User can update Data Points for Reports, but not for the Letters and Certificates.

7

Once confirmed, user will get information regarding linked documents to the Dossier.

User can either go back to the Dossier
or click on the button 'Select more Documents'

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