Create links between documents so your teammates can dig in for further context.
Click any of the following links to skip ahead:
Create record links
To create a record link, open a document and click to Related tab in at the bottom.
Click Add.
The record link modal will open.
Choose the record relationship type from the relationship dropdown. The default is Relates to.
The record type dropdown will already have Documents selected.
Type in the name or reference number of the record you want to link to, then select it from the list of results.
Click Create link to create your link.
Select a record relationship type
Your record link can be any one of eight relationship types.
Relates to: This is the most generic relationship. Use this when a note or whiteboard is related to another document in a way that's not easily defined by the other categories but you want to show that relationship.
Depends on / is a dependency of: This is the most commonly used relationship. It states that one document must be completed before another can start.
Duplicates / is Duplicated by: Occasionally, you may want to track duplicate work. For example, if you have two products and both will use the same document, you may still need to duplicate the document in two workspaces.
Contains / is contained by: If you are working on a document that will be part of another, use this link to show the relationship.
Impacts / is impacted by: This could represent a document with work that will ultimately impact the design of another, but does not create a dependency. In this example, you may wish to hold off on your design until the first document is completed.
Blocks / is blocked by: This could represent a document that completely blocks another record, until you complete the first, absolutely no work can take place on the second. Another example is that this document uses a resource that you need — the design team's time, for example.
Once you have created a record link, you can see it on each record's Linked records section within the record's Related tab. Click one of the hyperlinks to see the detail drawer for the linked record.
If you have a Related tab with a lot of record links, it can be helpful to know those links' sort order:
Parent record types, sorted by each link's creation date
Child record types, sorted by each link's creation date
Record links that are Relates to and Depends on are kept separate