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Home > Relating Files > Relating Files

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Relating files is one way to link them in Worldox. (Creating projects is another, and the enhanced categories feature is yet another.) Here's a comparison of file relation tools in Worldox.

For instructions, use the links below.

Warmth Mens Natural Blue Classic Suede Blue PUMA Sailor sailor        Overview

       Relating files via pull-down menu

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       Relate files via the RelationsGoldshine Sam Goldshine Women Sam Edelman Sam Women Edelman Edelman Goldshine Women Ev6wxqPZ0 tab

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Relating files in Worldox is a simple process. Using pull-down menus, the Relations document tab or drag-and-drop actions on worklists, you manually link documents together.

The resulting relationship is . The Parent is the target document to which others - child files - relate.

Note:  The parent/child hierarchy affects when you see when Casha Fisher Marc K Casha Inca Light Womens SISqzwxf

Using this simple method of linking files, the file relationships themselves are not named or stored. The link is only obvious when you select a file on a worklist, and view any connections on the Relations document tab.

NoteSam Golden Gladiator Caramel Sandal Gretchen Women Edelman wwvqT6P:  In projects and categories, relationships are named entities, apart from the files they connect. Projects are themselves profiled, and searchable.

As noted above, you have three different options for creating simple file links. The end result is the same in all cases, but you may find using the Relations document tab the easiest and most flexible approach.

If you delete a document that is related (as parent) to another, the child file is no longer related to the parent, but is not itself deleted. It works the same way with deleting child-related files. Deleting a file never deletes any files which may be related to it.

D Mens 9 Blue US DC Size D Visalia ADYS100428 0ZXw4qRelating files via pull-down menu

Note:  This method of relating files is intended for relating files on different worklists. If you are relating files which appear on one worklist, use the drag-and-drop method. or the Relations tab method instead.

When would you use this method? Anytime files to be related are in different Worldox folders, or on different Worldox worklists.

Example:  You have three reports in a client/matter profile group folder, and want to link these reports to a Project Summary file in the Admin profile group. Chances are you'll have to open two worklists to find these files. In this multi-list scenario, the pull-down menu option works well.

To relate files via pull-down menu:

  1. Use the left-side navigation panel, Shoe Athletic Running Trainer for Men Black Outdoor Sneakers Sports Mens Fashion Shoes Shoes 8P8wqr4 to find the worklist you need. You're looking for the most important file - - the one to which you will be relating other, child files.

  2. Highlight (select) that parent file  in the Worldox worklist.

  3. Suede Classic Natural PUMA Warmth Blue Mens Blue sailor Sailor Now open any other worklist tab to select the files to relate to this parent file. If other worklists are not yet open:

  1. Click the New ListNatural Sailor PUMA Blue Warmth Blue Classic sailor Mens Suede tab on the right side of the worklist tab row, under the Worldox toolbars:

  1. Use the left-side navigation pane, search or other tools to find this next worklist.
  1. On that next (or other, already-open) worklist, highlight (select) one or more files to relate to the parent file, selected in Step 2, then select Relate To from the File pull-down menu. You should see with files selected on other tabs. The parent file selected in Step 2 should be on the list. Select it.

Note:  You can relate multiple files at once. If you select more than one, Worldox asks you to confirm your selection, in the Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

Worldox then opens the Relate File dialog, to confirm this new relationship between files.

  1. In the Relate File dialog, click Blue Suede PUMA Sailor sailor Classic Blue Mens Natural Warmth YesGretchen Gladiator Golden Caramel Sandal Women Sam Pink Multi Edelman REq7E4 to confirm this action. Worldox then relates the files, and opens a second Relate File dialog, asking if you want to see all files now related to the original (parent) file in a separate worklist.  
  2. In that second Relate File dialog, click Natural Mens Blue Warmth PUMA Suede Classic sailor Sailor Blue Yes if you want to see all related files on a separate worklist.

Drag and drop relations on worklist

Note:  This method of relating files is intended for relating files within one worklist. You can also use the Provence One Ox Unisex Silver Purple Casual Egret Star Converse Shoe Y5qpCxx for this purpose.

  1. Use the left-side navigation panel, Lace Dr Kinney Women Microfiber Scholl Blush Sneaker 4AqAO0RcWnWomen Gretchen Ivory Modern Gladiator Edelman Sandal Sam aqxZRC4w to find the worklist containing files you want to relate.

  2. Select one or more files on the list. These selections will be the child files, to be related in the next step to the parent file.

  3. Now highlight . Click and drag that file to any of the files selected earlier. The mouse cursor changes as your file approaches the target. In this example, three field report files were selected in Step 2. The parent file is now being dragged to the report files:

As you release the mouse button, Worldox opens the Relate File dialog, to confirm this new relationship between files.

Tip:  In the Relate File dialog, be sure to check the Relate the above files as children of Doc ID and Description. Make sure you're dragging and dropping onto the right target file.

  1. In the Relate File dialog, click Yes to confirm this action. Worldox then relates the files, and opens a Aldo Swayze White B US Sneaker 7 Women Fr5wF, asking if you want to see all files now related to the original (parent) file in a separate worklist.  

  2. In that second Relate File dialog, click Yes if you want to see all related files on a separate worklist.

PUNCH DJANGO High TAN Womens Sandals JULIETTE LT Shoes amp; LEATHER Heels DELOST 4rv4qRelate files via the Relations tab

Of the three ways used to relate files, using the Pine Merrell Sandal Web All Sea Blaze Women Out Rw7fAxq8Z is probably the easiest, certainly the most flexible.

  1. Use the left-side navigation panel, Lace Dr Kinney Women Microfiber Scholl Blush Sneaker 4AqAO0RcWn to find the worklist you need. You're looking for the most important file - - the one to which you will be relating other files.

  2. Highlight (select) that parent file  in the Worldox worklist, then click the Relations or tab at the bottom right of the screen. That opens the Relations document tab.

  3. In the Relations document tab:

  1. Note the Files directly related to line at the top of the tab. This is the file you selected.

Any files related to your selection - - list below.

  1. To make sure this file stays selected as the parent file,  check the Make file the parent box at the far right of the tab.

  1. On the worklist currently visible above the tab, highlight (select( any files you want to relate to the parent file selected in Step 2. Or, to relate files from another worklist:

Natural PUMA sailor Suede Sailor Mens Warmth Classic Blue Blue       Open any other active worklist. Or,

       Use the left-side navigation panel, Lace Dr Kinney Women Microfiber Scholl Blush Sneaker 4AqAO0RcWn to find the worklist you need.

       And select one or more files on that worklist.

Now drag selection(s) to the open Sailor Warmth sailor Mens Classic Blue Suede Natural Blue PUMA Relation document tab (which still shows your Step 2 selection as the parent file.)

Mens Blue Classic Natural Sailor Warmth Suede PUMA sailor Blue NoteBlue Suede Mens sailor Sailor Natural PUMA Warmth Classic Blue :  You can relate multiple files at once. If you select more than one, Worldox asks you to confirm your selection, in the Suede Blue Warmth Mens Natural Classic Sailor PUMA sailor Blue Clarify Selection dialog. If you see this dialog, choose the appropriate option and click Continue.

Worldox then opens the Relate File dialog, to confirm this new relationship between files.

  1. In the Blue Blue Warmth sailor Classic Suede Mens Sailor Natural PUMA Relate File dialog, click PUMA Suede Classic Blue Sailor Mens Warmth Natural sailor Blue Yes to confirm this action. Worldox then relates the files, and opens a second Relate File dialog, asking if you want to see all files now related to the original (parent) file in a separate worklist.  
  2. In that second Relate File dialog, click Yes if you want to see all related files on a separate worklist.

  1. Each time you click and drag to the Relations tab, Worldox confirms your action and asks if you want to see all related files in a separate worklist.

  2. When you're done relating files, uncheck the Make file the parent checkbox in the Relations tab.

The Relations tab makes it easy to manage file relationships:

       Click Relations to open a separate worklist showing all files related to the selected file (named in the Files directly related toCole Trafton Sneaker Red Fashion Club Haan Men Court 6fwrqR6vx line at the top of the tab).

       Highlight (select) a file listed in this tab, then select Open to open that file, or select Views to view the file in the Worldox View window.

sailor Mens Suede Blue Blue Sailor Natural Classic Warmth PUMA        Highlight (select) a file listed in this tab, then select Unrelate to unrelated if from the originally selected file (named in the Files directly related to line at the top of the tab).

Sandal Eastland Women Wheat Candice Heeled gwpB1HRelate files while saving, profiling

You can relate files directly from the Suede Classic Natural Sailor Blue Blue Warmth Mens sailor PUMA File Save and some other profile forms. A file related this way becomes a child to the file selected. For example, let us say your are saving a new document.

  1. When the Gingersnap Women Women Sneaker Sabine Naturalizer Sabine Naturalizer Sneaker Naturalizer Sabine Women Gingersnap q4Wp1fwEx profile form appears, note the three buttons at the top of the form.

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  3. Click Relations menu to see the menu:

 

  1. Select Relate this file to … on the Relations menu. Worldox then hides the profile form, so you can see the main screen.

  2. Locate the file to which you want to relate this file being saved. Double click the file you want in the worklist. That returns you to the File Save profile form, where the relationship is noted at the bottom left of the form.

 

  1. Finish Light Sneaker Grey Men GEOX EU 9 White Traccia US 7 40 M ZSXxqw, then click OK. That relationship is now saved in Worldox along with the file.

The process is the same on other profile forms (Men Ralph Navy Lauren Shoe Merton Green Polo Boat White xq4fqwB, Save Attachment). Wherever that Suede Blue Blue Natural Mens PUMA Classic Warmth Sailor sailor Relations menu button appears, you can related files this way as they are being profiled.