Users with Admin
Role in workspace can link documents to other folders."Workflow Manager" team members may choose to link documents from folders so they are visible to users from other folders. Team members may also link documents from Workflow Manager to Tender Manager.
Users with Admin
Role in workspace can link documents to other folders.
The following lists the steps to link file/s into other folders within Workspace:
1. Select file/s to be linked to another folder / Workspace
2. Click on the 
icon
3. Select a folder to link document/s to
Users may link documents to another Workspace
by selecting the Workspace name from the drop down menu. (Users
may only select Workspaces / folders that they have the permission to
access)
4. Click on Create Link
The confirmation screen will displayed with names of documents for linking. Select document metadata values that are available in the Workspace where the documents are being linked
5. Click on Continue
6. Select recipients to receive document/s
7. Click on Add to Notification List. Select action required, action due date and enter any action notes for the individuals in the distribution list
8. Click on Notify to send notification with For Information action to selected users
Confirmation will appear
Document
will be linked with to the new folder with same issue no: as the
parent document
Hints: For following scenario's documents cannot be linked:
Useful Links: