Angelica Angelis
Angelica Angelis
  • Updated
INCLUDED IN
This feature is included in our Business and Enterprise plan.

You can use the Link to feature if you have related documents inside Oneflow that you want to link or add ab external URL link.

  1. Go to Documents and find the document you want to link from/to.
  2. Open the Document details panel > Click + Add next to Document Links.
  3. Choose the link type (In the pop-up window that appears)
  4. Then search for the document you want to link.
  5. Select the document > Add link.
add link.gif

NOTE
You can search for documents by these criteria:

  • Document name
  • Document ID
  • Counterparty information

When documents are linked, they will appear in the document details panel when you open it.

To add more links, click + Add next to Document links or open the action menu and select Link to.

Related to

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