Link documents to other objects

You can link a document to related objects, such as other documents, shared binders, issues, levels, saved searches, transcripts, or websites. Depending on how you add a link, you can also include a description or reason for the link to help other reviewers understand why the objects are linked together.

When you review a document that is linked to other objects, you can open the linked objects without losing your place on the original document.

You can perform the following tasks to link documents to other objects:

Link documents to other objects using notes

Link documents directly to other objects

Open linked objects

Remove a link

For information about how to link a transcript to other objects, see Link transcripts to other objects.

Linking a document to other objects using notes is a convenient way to group all links together. Using notes also allows you to provide a description for each link in the same location as the link.

To link a document using notes, you add links in the Notes field.

Tip: You can also create links in rich text coding fields, such as memo and description fields. The steps are similar to adding a link in a note.

To link a document to another object using a note.

Select the document that you want to code.

In the Code pane, click the Code single document button.

Open or create a note. For information about how to create a note, see Add notes to a document.

In the Notes text editor, type text to display as the link. Optionally, include a description of the link.

Highlight the link text, and then click the Create Link button.

To select an object to link to, select from the following:

Tip: To preview a document, click the document ID.

To link to a document, click Documents. In the Document Id list, select a search type, and then search for a document. Select the document.

To link to a binder, click Binders. Search for the name of a binder, and then select from the following:

To link directly to binder, select the binder.

To link to a document in a binder, click the binder name, and then select the document.

To link to an issue, click Issues, and then select from the following:

To link directly to an issue, select the issue.

To link to a document in an issue, click the issue name, and then select the document.

To link to a level, click Levels. Select the level.

To link to a saved search, click Saved Searches. Search for the name of a saved search, and then select from the following:

To link directly to a saved search, select the saved search.

To link to a document in a saved search, click the name of the saved search, and then select the document.

To link to a transcript, click Transcript. Select the transcript and page number.

To link to a website, click Web. In the Web Address box, type the address of the website, including http://.

To save the link, click Create or Save.

To save the note, click Save.

The link and any description appear in the Code pane, in both the All Values view and the Notes view. The link also appears in the Links view.

If you do not want to add notes to a document, you can link a document directly to other objects.

You can include descriptions in direct links, but the descriptions appear only in the Code pane in the Links view. The descriptions do not appear in the All Values view or on specific coding templates.

Tip: You can also add a link to a memo field directly in the List pane. To do this, double-click a field value. Fields that can be coded directly in the List pane appear with an icon in the column heading.

To link a document directly to another object:

Select the document that you want to code.

In the Code pane, click the Code single document button.

On the All Values menu, click Links.

Click New Link.

On the various pages, search for and select the object that you want to link the document to. For more information about how to select an object, see Link documents to other objects using notes.

Click Save.

Optionally, in the Link Description box, add a description for the link.

The link appears in the Code pane, in both the All Values view and the Links view. The link description also appears in the Links view.

Open linked objects

To open the objects that are linked to a document:

Tip: You can also click a link that appears in a memo field in the List pane.

Select a document that is linked to other objects.

In the Code pane, click the Code single document button.

On the All Values menu, click Links.

To filter links based on the direction of the link, click the All menu, and then select from the following:

Inbound: Displays links from other documents to the current document.

Outbound: Displays links from the current document to other objects.

Note: Arrows in the Link Direction column indicate the direction of each link.

To open an object that is linked to the document, select from the following:

To open a linked document or other object in the current window, click the link name.

Tip: To return to the document that you clicked the link from, click the Back button in your web browser.

To open a linked document in a separate window that is independent from the current window, right-click the link name, and then click Open as Standalone.

To remove a link between a document and another object:

Select the document that you want to code.

In the Code pane, click the Code single document button.

To remove a link from a note or a rich text field, do the following:

Ensure that the All Values menu is selected.

Open the note or memo field.

Select the link.

Click the Remove link button. Optionally, delete the link text and description.

Save the changes.

To remove a direct link, do the following:

On the All Values menu, click Links.

Click the Delete button next to the link that you want to delete.

Note: If you use the Links view to remove a link that is included in a note or rich text field, the link text remains in the field as plain text.