Create reference

Available in: Ribbon > Start

Use this function to create a reference to a document or folder selected in the repository. A reference establishes a connection between a copy of an original document, while the document only exists once physically. All changes to the document automatically affect the references. This avoids filing duplicates.

1. Open the Repository work area.

2. Select a document or folder.

3. Click Create reference.

The Clipboard/Reference tab appears.

The name of the selected document or folder is displayed in the Original field. You will be asked to select a target folder in the repository.

4. Select the folder in the repository that you want to create the reference in.

The folder is displayed in the Target folder field.

5. Click Create reference.

The Clipboard/Reference tab closes. The reference is created in the selected target folder. The reference is indicated with an arrow icon.