In this article we'll look at document linking, why it's useful, and how to do it in Work Author.

Contents

• Introduction
• Linking to an existing document
• Linking to a new document
• Viewing a set of linked documents

Introduction

In Work Author, you can connect related documents. For example, multiple documents that belong to the same project. To do this, you need to create a “link” between them. This will allow you to:

• Easily identify and view related documents
• Save time by not retyping the same information multiple times
• Ensure important details stay consistent across all related documents

Linked documents have a Linked Document symbol next to their name.

We'll go over two ways you can link a document.

Linking to an existing document

To link a new document to an existing completed document:

1.   On your dashboard, click New Document in the top right.

2.   In the Create Document window, select a document template.

3. Name your document and then select “Yes” under the “Link to an existing document” section. Search for and select the completed document you want to link to your new document.

4.   Click "Create Document" to link and start your new document.

5.   When you open this new linked document, you'll notice some answers are already filled in from the linked document. You can keep them as they are or change them as needed. Changing them won't affect the original published document's answers.

Linking to a new document

You can also link to a new document directly from the completed document page:

1.   Open a completed document.

2.  Hover your mouse over the three dots at the top right, above your document.

3.   Click the Linked Documents icon.

4.   This will open the Linked Documents window. Click "+ New linked document" and choose the template you want to use for you new linked document.

5.   Name your document and then click "Create Document" to link and start your new document.

Viewing a set of linked documents

To see which documents are linked together in a set, follow these steps:

In a completed document

1.   Open a completed linked document.

2.   Hover your mouse over the three dots at the top right, above your document.

3.   Click the Linked Documents icon.

4.   A list of linked documents will appear. Click on any document name to quickly access it.

In a draft document

1.   Open a linked document that is still in progress.

2.   Click the arrow next to the "Linked Documents" text under the document name.

3.   A list of linked documents will appear. Click on any document name to quickly access it.