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Thereforeā„¢ Help

It is possible to link Thereforeā„¢ documents together.  For example a quote can be linked to an invoice and a delivery note.  By default a created link is a two way connection.  If the linked document is opened, a link back to the original document will be displayed in the Linked Objects pane.  

 

How do I link two documents manually?

 

1.Open the document you would like to link to in the Thereforeā„¢ Viewer and make sure that the Display Linked Objects checkbox is selected in the view menu.

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2.Use a Navigator search to find the document that you would like to link to the open document. Drag and drop the document from the Navigator hit-list onto the Linked Objects pane in the Viewer.

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Info

For information on automatic document linking please refer to the Solution Designer documentation.