Stack Types > Link a Stack with Documents

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Links can be used when you do not want to relate or add a document to a Stack, but you want to maintain a connection between them so that you can refer to documents from its linked stack and vice versa. In other words, you want them to be loosely linked and not strongly linked. You can link a Stack with multiple documents.

To Link a Stack to an Existing Document

1.	In Globodox, select Workspace > Stack Types in the Navigation pane.

2.	Now, select a Stack Type from the Stack Types node. The Stacks of the selected Stack Type will now be displayed in the right pane.

3.	Select the Stack that you want to relate to a document. The Stack will now be displayed in the Details pane.

4.	Click the Links tab on the left bar of the Stack Details pane. The Links pane will now be displayed.

5.	The documents that are already linked to this Stack will be displayed in the Linked Documents section. Click the Link button and select the Link existing Documents option to link the document to existing documents. The Look Up window will be launched.

6.	Select the All Documents option from the Look in box and type all or part of the file name in the Look for box and click the Find button. The documents that contain the word that you have entered in the Look for box will be displayed in the Search Result list.

7.	Select a document to link and add it to the Selected Files list. Use this button to add the selected document to the Selected Files list and use this button to remove the document from the Selected Files list and move it back to the Search Result list.

8.	Click the OK button to select the document. The selected document will now be displayed in the Linked Documents list.

To Add a Document from Disk and Link it with a Stack

1.	In Globodox, select Workspace > Stack Types in the Navigation pane.

2.	Now, select a Stack Type from the Stack Types node. The Stacks of the selected Stack Type will now be displayed in the right pane.

3.	Select the Stack that you want to relate to a document. The Stack will now be displayed in the Details pane.

4.	Click the Links tab on the left bar of the Stack Details pane. The Links pane will now be displayed.

5.	The documents that are already linked to this Stack will be displayed in the Linked Documents section. Click the Link button and select the Add Document(s) from disk and link option. The Add Files window will now be launched.

6.	Select one or more files that you want to add and click the Open button. The selected document will now be displayed in the Linked Documents list. Also see Add documents from disk.

To Scan a Document and Link it with a Stack

1.	In Globodox, select Workspace > Stack Types in the Navigation pane.

2.	Now, select a Stack Type from the Stack Types node. The Stacks of the selected Stack Type will now be displayed in the right pane.

3.	Select the Stack that you want to relate to a document. The Stack will now be displayed in the Details pane.

4.	Click the Links tab on the left bar of the Stack Details pane. The Links pane will now be displayed.

5.	The documents that are already linked to this Stack will be displayed in the Linked Documents section. Click the Link button and select the Scan document and link it option. The Scan window will now be launched.

6.	Select a scanner from the Select a Scanner drop-down.

7.	Click the Start Scan button to scan the document. The scanned document will now be displayed in the Preview pane of the Scan Window.

8.	Select the location to add the scanned files in the Destination tab.

9.	Now, click the Add button to add the scanned document to Globodox. The scanned document will now be displayed in the Linked Documents list. Also see Scan and add a document.

Notes:

•	When you link a Stack with a document, a loose link is created between the two. This means if you delete a Stack, the documents linked to it will not be deleted and vice versa.

•	You can click the Stack displayed in the Linked Stacks list to open it in the Stack Details window.

•	You can create a strong link between Stack and a document. For more information, see Relate a Stack to a Document.