Linked Items

Article • 4/27/2026 • 2 min read

Displays all the items that are attached to the selected document. Users can simultaneously link or remove the document to an individual or multiple items.

Link Items : Users can link the selected document to an individual or multiple items.

The above action can be performed only when the latest version of the document is active. The Link button is disabled for inactive documents, accompanied by a notification icon . A note indicates, “It can’t link this document as it is marked inactive.”

To link a document to a new item :

  1. Choose Documents > Documents Search in the navigation pane.

  2. Search and select the document from the document search grid.

  3. Click the Linked Items icon in the contextual panel.

    • A Linked Items window appears, and all items linked with the selected document will be listed in the grid.

    • Each item is hyperlinked, click the hyperlink to open the item details in a separate tab.

  4. Click the Link button. Link to new item grid expands below the panel.

  5. In the field Item , enter the name or ID. This field is mandatory to fill.

  6. Click the Add button; Click Add Another button to link new item and repeat the steps.

To link a document for multiple items :

  1. Follow the first three steps mentioned under link a document to a new item.

  2. Click the More button and choose the Multiple Link button from the drop-down; Item Search panel opens.

  3. Enter the data in the required fields and click Search.

  4. Select one or multiple Items, check the boxes, and click Link. The selected item will be linked to the document.

Based on the screen resolution, action buttons like Multiple Link and Remove can be arranged next to one another on the header or grouped in a More drop-down menu.

Remove : Users can unlink items from the selected document.

To remove a linked item from document :

  1. Follow the first three steps mentioned under link a document to a new item.

  2. Select multiple items and check the boxes.

  3. Click the More button and then click the Remove button from the drop-down.

  4. DMS Remove Link Confirm Item alert prompt opens:

    • Click the Delete button to remove the item.

    • Click the Cancel button to retain the item.

    • To send an email, click Send Email.