Linked Serial

Article • 4/27/2026 • 2 min read

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

Link Serials : Users can link the selected document to an individual or multiple serials.

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 serial

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

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

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

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

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

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

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

  6. Enable the toggle button Print with WO to print the document along with the work order.

  7. Click the Add button; Click Add Another button to link new serials and repeat the steps.

To link a document for multiple serials

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

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

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

  4. Select one or multiple serials, check the boxes, and click Link. The selected serials 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 serials from the selected document.

To remove a linked serials from document :

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

  2. Select multiple serials and check the boxes.

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

  4. DMS Remove Link Confirm Serials alert prompt opens:

    • Click the Delete button to remove the serials.

    • Click the Cancel button to retain the serials.

    • To send an email, click Send Email.