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Link Configuration

Introduction​

Links allow you to create bidirectional relationships between documents (e.g., Link an Invoice to an Order). This facilitates navigation: from the Invoice, you can see the linked Order, and vice versa.

Configuration​

  1. In the Forms module, click on Links.
  2. Three types of templates are pre-configured:
    • Document by reference
    • Document by ID
    • Attachments by reference

Link templates

This template uses the functional reference of the document (e.g., CMD-2024-001) to establish the link.

  1. Click on Document by reference.
  2. A confirmation window appears with the predefined parameters.
  3. Click on Save.

Usage in a form​

To allow users to link documents:

  1. Open your form in the Designer.
  2. Add the Document Links component (in the "Publish" tab > "Components").
  3. Or use the Link a document element in the Designer (Elements tab).

During input, the user will be able to search for a target document and attach it. The link will appear in both documents.