Linking Newly Scanned Docs, Relating Them to Existing ones- Imagine Document Handling and Access

A knowledge base article about Linking Newly Scanned Docs, Relating Them to Existing ones- Imagine Document Handling and Access provided by the UC Berkeley IT Service Hub - Knowledge Portal

How do I link a newly scanned or captured document and relate it to an already existing document?
 
Follow the steps below:
 
  1. Open the recently captured document in the corresponding queue. Leave it open
  2. Go to documents and search for the previously captured document whose data matches the new document
  3. Make sure the Document Keys (Properties) section on the previously captured document is on the left side
  4. Once you have both documents open, go to the recently captured document and click on the Select an Application Plan drop down box -  choose the corresponding application plan (usually includes in its name the word "Relating"
  5. This should bring the values previously set from the old document to the new one
  6. Save the changes in the new document