Currently, in Mekari Sign, you can easily create, edit, and delete links between documents through the Dashboard or your document page. For example, if Document A is an “update” of Document B, a notification will automatically appear on Document B stating that the document was “updated in” Document A. Based on this example, you will learn how to add Document Relations, view linked documents, and delete document links. Here are the steps.

Important
- You can only link documents that you have access to.
- If you are in someone else’s workspace (such as a shared document), you will see their view of the document. 

A. How to Add Document Relations Through the All Inbox Page

1. Go to the Documents menu and select Active.

2. Click the “down arrow” button on the selected document.
   
3. Then select “Link document”.
   

4. In the Link document panel, select the relation type, which consists of Amended by and Renewed by . Then select the document you want to link from the search list or options.
   

   If necessary, click “Add document” to specify more document relations.
   

5. Then click “Link”.

6. The following information pop-up will appear, indicating that your document was successfully linked.
   

B. How to Add Document Relations from the Document Details Page

1. Go to the Documents menu and click the All Inbox tab.

2. Click one of the documents to view its details page.
   

3. Then scroll down the page until you find the Linked Documents section. Then click “Add link”.
   

4. You will then be directed to the Link document panel. Follow the Link document setup steps described in point A.

C. How to View Linked Documents

1. Click the “document name” that has been linked to another document.
   

2. Scroll down to find the Linked Documents section.
   

   In the Linked documents section, you will see the Document Relations Table, which consists of the following columns:
   a. Relation: a description of the activity on the document, consisting of Amended by or Renewed by .
   b. Document name: the document name.
   c. Document status: the document status (for example, Waiting for Others or Voided).

3. For the document you want to view, click the “three-dot icon” on the right. Then click “View document”.

D. How to Unlink Documents

1. Open the details page of a document with the status “Needs to sign”.
   

2. Scroll down to find the Linked Documents section. For the document you want to view, click the “three-dot icon” on the right. Then click “Unlink”.
   

3. The following information pop-up will appear, indicating that the document was successfully unlinked.
   

This concludes the explanation of how to manage document relations. Next, learn how to add a delegate to a document here.