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Linking Documents Automatically using Common Index Data

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It is possible to automatically link one or more Thereforeā„¢ documents together. This is done by linking together two index fields; when the values in the two fields are equal, a link is automatically created. For example we will now link a purchase order, invoice, and delivery note based on the field Order No. which is common to all three.

 

It is also possible to create manual links using the Navigator and Viewer.

 

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Since Thereforeā„¢ 2014 the case management feature allows categories to be group together into binders. Unless there is a reason that the categories should not be part of a case definition, case management is now our recommended way for searching for documents across different categories.

 

hmtoggle_arrow0How do I configure automatic document linking?