Link related documents together

Why link documents?

Many business processes involve multiple related documents. An invoice matches a purchase order. A claim has a police report and medical records. Linking them keeps everything organized.

How associations work

In DocExtract, you can link one document to another with a role — like "invoice" and "purchase order." The link goes both ways, so you can navigate from either document to the other.

Find related documents fast

When you open a document, you see all its linked documents right there. No searching through folders or remembering file names.

Build a complete picture

For complex transactions — like a real estate closing with dozens of documents — linking keeps everything connected. One click takes you from the deed to the title to the closing disclosure.