Creating Link Documents

Valid for: yuuvis® RAD client 5.20

Link documents are "copies of documents" linked to the original document files. For this reason, there can be only one physical document file in the system, but with multiple filing locations with their own index data. Link documents are marked with the reference Link document in the header of the object area of the selected link document.

Link documents cannot be created from folders or document objects without a document file. Likewise, no further link documents can be created from link documents themselves.

The filing location of the source document can be accessed by clicking the Reference document note in the header of the object area.

While the link document cannot be edited or replaced, the index data of the link document can be modified irrespective of the index data of the original document file.

If a link document is deleted, only the link document and its index data are removed. The source object remains unaffected.

To create a link document, follow these steps

Select the desired document file (in a hit list, a process file, or the favorites, inbox, or notifications areas in the main menu, for example). As another option, you can also switch to the folder view or the object view by double-clicking the selected document file.
Click Actions >GENERAL > Copy.

The document file will be copied to the clipboard.

A Copy icon with the number of objects copied to the yuuvis® clipboard will be shown in the yuuvis® bar.
Switch to the filing location where you want to add the link document.

You can also open the new filing location in another browser window.
Click the Copy icon on the yuuvis® bar.

The menu of the yuuvis® clipboard appears. All objects that are on the clipboard are listed in the menu.
Click the As a link document button.

The link document is stored at the selected storage location.

A list of the recently added objects is opened in the folder view of the new filing location and the numbers of the objects available in the folder is adjusted in the structure tree.

The link document is indicated by the link document notice in the header in the object area.

The Copy icon on the yuuvis® bar disappears.

Reference documents can be opened in a local application using the Download document file icon Download document file or Open document file icon Open document file actions, but changes cannot be saved. This is also valid for working with yuuvis® RAD Office Add-In. Open reference documents can no longer be closed using the Save and check in add-in function.

If you do not have access rights for the source document of a reference document, an error message will be displayed when opening a reference document.