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CCH Software User Documentation

Linking Documents

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You can link related documents together and specify the relationship between them from a predefined list. For example, this might be a document received via email that you need to link with an existing document.

Linking Documents

Using the Add Documents Window

When adding documents via the Add Documents window you can link them together by ticking the checkbox in the column headed DM_icon_LinkDocuments.png

When you click OK to upload the files you will be prompted to select the Link Typeclipboard_e601d5662c0389b501b8990772192b59e.png


Within the Document Centre

Select the check boxes next to the documents that you want to link and then click  clipboard_e7120e3cd1dab7ae3cc7254f94a30c780.png Link Documents in the Manage Documents group on the Task Bar.

Select the Link Type and then click OK

Looking at Linked Documents

The number of linked documents is shown in the linked document column.


Click the number hyperlink in the linked document column, this will open the Linked Documents window,


Right click on the grid and click Show/Hide Preview to toggle the preview on or off.

Right click on the preview image and click Detach if you want to have the preview in a separate window.

If you want to view a read only version of a linked document, click the document name under File Name.

If you want to remove the link between documents, select the check box next to any documents that you want to unlink and then click Unlink. Click Yes on the Unlink Documents message.


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