How to Use Document Links in DMS

Introduction

This guide will show you how to create and manage document and folder links in the Document Management System (DMS) in Easy8. Document links help you reference the same file or folder across different locations or projects, without duplicating content.

Target Audience

User

Prerequisites

DMS module must be active in your project
Access to source and target projects and folders

How to Use Document Links

Step 1: Create a Link in the Current Location to Another File or Folder

Open the details form of a document or folder
Click the Link from command in the command toolbar
The New document link form will appear
Select the source project and folder
Optionally, select a document to link to
Save the link

Step 2: Create a Link from the Current File or Folder to Another Folder

In the main DMS view, select the file or folder you want to link
Click the Link to command in the toolbar
The New document link form will appear
Select the target project and folder where the link will be created
Save the link

Step 3: Understand How Links Work

Links behave like direct references to the original document or folder
If you download or email a link, the referenced file is sent

Step 4: Link Types

Internal Links: Link to other DMS objects (documents or folders) within Easy8
External Links: Link to objects outside the system using a URL

Step 5: Link Removal Warning

Conclusion

You have successfully learned how to create and manage document links in Easy DMS. This feature helps you reuse and reference files without creating duplicates across projects or folders.