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Conga Support

Repository: Document Linking

What

Create relationships between documents by using the Document Linking feature within Conga Collaborate.  This tool associates documents with each other through relationships that you define.

Why

When using the repository features of Conga Collaborate, document linking makes is much easier to find documents that are related to each other in some way.  By having all linked documents available in one location, you can quickly see which documents amend others, see parent-child relationships between documents, or find supporting documents for a high-level client contract. 

How

Follow these steps to link documents:

  1. Navigate to the Documents tab.
  2. Select the checkbox next to the document you would like to associate with another document.
  3. In the sidebar on the right, below Document Relationships, click Select Option and select a relationship type (the relationship options are managed by your Conga Collaborate system administrator and are fully customizable).
  4. Click Search Documents to select the secondary document.
  5. Click Add.
Both documents will show up in the Document Relationships area, with their relationship displayed as you defined. Both documents will be clickable so that you can quickly pull up and view related documents.
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