How to create a new stack & how to link documents to stacks

What are stack types & how do they help?

Stack types are a group of related documents that share the same indexing information. You can stack together documents related to a particular client, project, month, etc, to index & find them more easily. For example: If you create a stack called ‘client’, you will be able to create a separate stack of documents for every client. You can then categorise your stacks based on metadata like ‘client name, ‘address’, ‘contact number’, ‘email ID’, etc, and you can also link documents related to each client with their respective stack, like ‘invoices’, ‘purchase history’, ‘emails’, ‘ID documents’, etc, for easier retrieval.

How to create a new stack?

To create a new stack, select a stack type & click on new. Enter the details of your stack, like name, address, contact info, designation, etc, and click on save.

How to link or add documents to a stack?

There are multiple ways of linking documents to stacks:

Documents that are already stored in GLOBODOX: Go to the stack & click on add. Select ‘Relate existing documents’, search for the documents with your keyword, and move the documents to ‘Selected data’ & click on OK to confirm the linking. Or you can select the documents from ‘All documents’, expand the information tab, search the ‘Related Stack’ tab for the stack type & stack you want to add your documents to, select & move the stack to the ‘Selected data’ column and click on OK.
Documents stored on your hard disk: Go to the stack & click on add. Select ‘Add file(s) from disk and relate’, select the documents from your hard disk and press OK. Or, you can simply select the documents in your hard disk, and drag & drop them onto the stack.