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Link Documents

This feature is available for the price plan Business and above.

Link Documents

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. Click on the action menu > Link to... 
  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.
You can search for documents by these criteria:
  • Document name
  • Document ID
  • Counterparty information

When the documents are linked, the corresponding tag will be shown in the document line, and the linked document will be displayed when you click the link tag.

You can add more links by clicking + Link to...

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