See Also:

There is a separate section on Item Links and on the Item Links Tab. This section explains how to create new Item Link Types. This is one of the User Defined Lists on the Settings sub-Menu of the Case Menu above the Control Panel.

The system contains some default Item Link Types shown here. They illustrate that Item Link Types must have two parts - the equal and opposite statements of what the link is. If you wanted to add one for documents mentioned in other documents, then you must add Mentions (for the parent document to refer to the child) and Mentioned in (for the child document to refer to the parent). The entry process will not let you save an entry without two parts but it is, of course, up to you to ensure that they make sense in the context.

Press <Add> and complete the two fields which are offered to you. Thereafter, this Item Link Type is available in the screen for adding Item Links.

When you do this, you pick an Item Link Type when you pick the Item to be linked. Selecting one side will automatically mark the newly-related Item with the other side of the Item Link Type.

Note that the Item Link Type Has as an attachment / Is attached to is different in kind to any other Item Link Type. It is recognised by Openlaw as having a particular significance and there are programmatic implications for

Attachments in Bundles

and

Attachment in Reports

which follow from using it. Any other Item Link Type is an aide memoire only.

You must have Exclusive use to edit or delete Item Link Types.

 

See Also:

Item Links Introduction

Handling Attachments