Thereforeâ„¢ Help

It is possible to link Thereforeâ„¢ 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 Thereforeâ„¢ Viewer and make sure that the Display Linked Objects checkbox is selected in the view menu.

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.