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Relating Files


You can link any files. This can be useful to keep different edits of a file together or to link documents with associated images. From the detail view of a linked file, you can quickly access all other files that are linked to it. You will be able to relate up 500 files at one time. 


Method 1:

  1. Select the files that you would like to relate (you must choose at least two files).
  2. Click the Relate icon in the upper right-hand corner.
    The files will now be related.
  3. Here you can Enter a Group Name (optional).
    If you wish to Select Primary you get a new window where you can check the files. Click Save to confirm.
  4. If you want to skip step 3 simply click on Close.


Method 2:

  1. Go to the preview/information page of an asset.
  2. Locate the Related Files section.
    Note: In order to enable Related Files on your preview/information page go to
    Settings > CustomConfiguration > Preview Page/Information Page
  3. Click on Create New.
  4. Select the assets you want to relate to this asset. Type in a Group Name (optional).
  5. Click on Next.
  6. Select which of the assets should be set to be Primary.
  7. Click on Save.


Note: 

  • You can only relate up to 100 files at a time.
  • You can also introduce one-to-one, one-to-many, and many-to-one type relationships.


There are a couple of ways to view your Related Files. 

  • The first way is to open an asset in Preview Mode. You can see all the related files at the bottom. You can click on an asset's thumbnail to view that asset. 


  • Another method is to click on the Related Icon at the top left corner of an asset.
    A window will appear at the bottom where you are able to view all the assets related to the selected file.
    In the window, you are able to select files, unlink assets, view in the list, thumbnail, masonic views, or view the asset in Preview Mode.
  • You can also find a section called Related Files on the preview/information page of your asset.
    Note: In order to enable Related Files on your preview/information page go to
    Settings > Custom Configuration > Preview Page/Information Page


Method 1:

  1. In the Relate Files window, select the desired group from the drop-down menu and select the plus button next to the group name.
  2. Select the desired assets and click Save when you are finished.

Method 2:

  1. In the Detail View of an asset, navigate to the Related Files section, select the desired group from the drop-down menu and select the plus button next to the group name. 
  2. Select the desired assets and click Save when you are finished.


Primary files allow users to assign one file during the relate process as the primary file where files are related to. If a primary file exists, non-primary files would not see each other. If there is a group with no primary files, files will be able to view each other. 

  1. Setting a Primary asset would allow you to set an asset where assets are associated to. When you have selected the group of assets you would like to relate, click Select Primary.
  2. Select the desired file and click Save.
  3. You may then view the assets in Preview View at the bottom. In the All Related Files group, you will be able to view all the assets related to the asset you are viewing in Preview View. Assets will not be viewable to other related files unless it is in the same group in the All Related Files tab. 
  4. When you select a group, you will only see the primary asset, indicated by the Primary label. 

How to Unrelate Assets

  • Unrelate one or multiple files on the overview:
    Select one or more files from the list and click the unrelate icon.


  • Unrelate one or more files on the preview or information page:
    On the preview page or information page of a related file, scroll down to the Related Files section.
    All files related to the current file are displayed. Click the unrelate icon to unlink a specific file (1).
    Or
    Click Unrelate All to remove all links to the current file (2).

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