Users with Admin
Role in workspace can link documents to other folders."Document Manager" team members may choose to link paper documents from folders so they are visible to users from other folders. Team members may link documents between folders within their Workspace or within many Workspaces depending on user Role. Team members may also link documents from Document Manager to Tender Manager or Workflow 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
using the drop down menu only if they have permission to access other
Workspaces.
4. Click on Create Link
The confirmation screen will be displayed with names of documents for linking. Select document metadata values that are available in the Workspace where the documents are being linked
Select
the Private option to publish the crate a private link for the paper doc
5. Click on Continue
6. Select recipients to receive document/s
7. Click on Add to Distribution List.
8. Select Action Required, Action Due Date & any action notes for within the distribution list
9. Click on Distribute.
Document
will be linked to the new folder with same issue No. as the parent
document
Note: Paper Documents cannot be linked to target folders when Asite Tender option is selected.
Error message (PD) will appear at the Confirmation
page.
Hints: For following scenario's documents cannot be linked:
Useful Links: