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Question

Question

Linking two documents on Quick fields

asked on July 25, 2017

Hi all,

My client has a requirement that a customer will have several KYC documents (such as Identity Card and Utility Bill).

I have created 2 document classes for these two document types.

I scanned a document on Quick fields by using a specific document class (for instance, ID document class) and I want to link the utility bill document to the ID document class.. How do I do that?

 

Thanks to advise.

 

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Replies

replied on July 26, 2017

I don't believe that quick fields can link.  But if the documents have unique matching metadata on them like customer number and date, then a workflow could find the matching files by metadata and link them.

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replied on August 17, 2017

In your classification if they have the same name you could merge the two documents based on name.

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