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Linking a document to multiple parts

  • September 25, 2020
  • 3 replies
  • 270 views

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How can I link a single document to many parts?

 

Best answer by Thilini Kumarasinghe

Can you please try below steps.

 

  1. Open Document Management\Document Revision.
  2. Load the document that is needed to be connected.
  3. Open Objects tab.
  4. Click new.
  5. Select the needed object – Eg: Inventory Part.
  6. Select the multiple parts you need the document to be connected and click ok.
  7. Save the parts.

 

3 replies

paul harland
Superhero (Employee)
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yes - make sure you use Attach Existing Document, not Create New Document.


Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Can you please try below steps.

 

  1. Open Document Management\Document Revision.
  2. Load the document that is needed to be connected.
  3. Open Objects tab.
  4. Click new.
  5. Select the needed object – Eg: Inventory Part.
  6. Select the multiple parts you need the document to be connected and click ok.
  7. Save the parts.

 


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  • Author
  • Do Gooder
  • September 27, 2020

Thank you @ThiliniK and @paul harland