About item linking

Project Portal supports linking documents and folders to each other inside the same workspace. Each link has a parent folder or document and a (child) subfolder or subdocument. A document can be linked to more than one folder to make the document visible in multiple locations in the workspace.

Linking is useful for:

  • Classifying information and creating relational information structures
  • Moving items from one folder to another
  • Updating in one location an item that is linked to multiple locations. The item does not need to be updated in any other linked location.

Items can be linked when:

  • The source folder is not frozen
  • The destination folder is not frozen
  • You have View document and Edit document access rights to linked documents
  • You have Create document access rights in the destination folder
  • The items are not linked already

The folders to which a document is linked are listed on the document's property page in the Links section in the  Present in folders property.

The other documents to which a document is linked are listed on the document's property page in the Links section in the Parent documents or Subdocuments properties.

The other folders to which a folder is linked are listed on the folder's property page in the Links section in the Parent folders or Subfolders properties.