Linked Documents

The Linked Documents feature is located on the left hand panel on the My Home Page. Use the Show/Hide dropdown to select or deselect Linked Documents. 

Permissions must be set via Tools | Permissions | User Group Processes | (Main Business Processes) Administration.

Linked Documents displays related documents, letters, reports etc, showing File Description and File Name. A linked file for example could be related to Person Details, a letter generated from a Timeline or a report attached to a Communication Log.

Double-click or highlight a file and click the Open button to view the Linked Files Details.

Use the green down arrow to move to the Next item. To view newly added files click the Refresh button. To remove a file click the Delete button.

To add a new file:

1. Click the New button to display the Files Linked dialog. 
2. Enter a File Description.
3. Click the File Name folder to select a file.
4. Click the Save button; the Linked By, Linked Date, Updated By and Last Updated fields are automatically populated.
5. Click the Yes button to upload the file. When the upload is completed a message box confirms that the linked file is saved and uploaded. The Uploaded By and Uploaded Date fields are automatically populated.

The maximum size for an uploaded file is 150 MB. If the selected file size is greater than the permitted upload limit, the file can be linked, but it cannot be uploaded and the following message is displayed:

            The file ‘filename.txt’ that you are trying to upload is larger than the maximum permitted size of 150 MB.

We recommend that files are linked and uploaded individually.

Uploaded and opened files are stored in a temporary directory. When you return to the Files Linked window, One automatically removes copies of opened, and uploaded files from the temporary directory.

You must ensure that the file you are uploading is not in use.