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Assign documents to dossiers

Engracia Villar

Engracia Villar

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Assign documents to dossiers to share them with others

Learn how to assign documents to dossiers.

When you insert documents into a dossier, you can share it with other people or groups. They will be able to see all the documents that are in that dossier and will have certain privileges on these documents.

“Assigning documents to dossiers is the way to share documents in Gladtolink”

Assign documents from the library to dossiers

Go to the library, select the document/s and assign them directly to dossiers, by clicking on the top button Assign to dossiers.

Asignar documentos seleccionados a un expediente desde la biblioteca

Add documents while creating a new file

Also when you create a new dossier you have the direct option to add documents to it.

Add documents to a dossier from the dossier creation window

Assign a document to a dossier from the document preview

When you open a document in the library, you can see that it has a sharing section:

Add an open document directly on a dossier

In this section, you can add the document you are in to an existing dossier, or create a new dossier and assign it automatically.

Add documents from the preview of a dossier

If you enter a dossier from the library, you can see the list of documents it contains (if it has one) and add new documents.

Previsualización de un expediente sin documentos asignados

Add documents from the Triggers

Remember that you have the option of triggers, so that documents are automatically assigned to files.

Creating a trigger with the action: assign to dynamic dossier.

Compártelo
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