Linking a Document with other Objects

You can make as many links you would like to every document. You can link a document to contacts, tasks, projects, appointments, other documents, knowledge entries, bookmarks and forums. Set the link by opening the detail view of a document entry under the index card tab Links. All the links that already exist for this entry are displayed here in the form of a table list. You can set a link to the current document entry now simply by clicking on the button Activate link mode. Finally, switch to the detail view of the object to be linked and also select the index card tab Links. There, all you have to do is place a check in the box for the document and then click the Create button and the link is created. Next, to leave the linking mode, click on the button End mode.

For more information on linking, refer to the section "Linking Objects".

Linking permissions

Please bear in mind that the permission system works here, too: If you do not have read permission for a linked object, you will not be able to view this link.