Link To a Master Document

Linking to a master document can be useful when you import a new document into a project folder from outside the vault. In this scenario, the document should have become a project copy of a master document that resides in the vault, but it was not copied from the master document using a managed change command. Linking the new project copy will create a reference to the master document that you select and will create a revision of the master document when the linked copy is released.

Note:

The command is unavailable if:

  • You select the two documents in the reverse order.

  • One of the documents is under change.

  • The imported document is already linked to a master document.

  • The imported document is not in a project folder.

  • The master document is not in a higher folder level than the project folder.

  • The master document already has a project copy.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

To link an imported document to a master document:

  1. Choose one of the following options:

    • From the ribbon:

      1. Select the imported document.

      2. In the Project ribbon, in the Links group, click Link to Master Document.

        The Find Master Document dialog box appears.

    • From the context menu:

      1. Right-click the imported document.

      2. Point to Managed Change (Project), and then click Link to Master Document.

        The Find Master Document dialog box appears.

    • From the Thumbnails view:

      1. Right-click the thumbnail of the imported document.

      2. Point to Project and then click Link to Master Document.

        The Find Master Document dialog box appears.

  2. Select options and type values to find the master document and then click Find Now.

  3. Select the master document in the list and click Link to Master.

    The imported document is made a project copy of the selected master document. On the Document page of both documents, the reference icon appears next to the document name (if it did not already) and the project copy status icon A triangular blue caution sign. appears next to the label Workflow. The new reference can be viewed as described in Show Master And Project Copies.

ClosedPowerUser Procedures

Use these steps for PowerUser.

To link an imported document to a master document:

  1. Select the master document to which you want to link to the imported document.

  2. Select the imported document.

  3. From the Document menu, point to Managed Change (Master/Project Copy), and select Link to Master Document.

  4. Select the master document and click Link to Master Document.

    The imported document is made a project copy of the selected master document. On the Document page of both documents, the reference icon appears next to the document name (if it did not already) and the project copy status icon A triangular blue caution sign. appears next to the label Workflow. The new reference can be viewed as described in Show Master And Project Copies.

2022 R2

 

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