Link related documents on iPhone and keep a matter together

In a folder system, each document sits in exactly one place. Many documents belong to more than one matter, though. A link connects documents without moving them: each stays in your archive on its own and also shows what belongs with it. One document can be linked to several others.

Typical connections are a notice with your objection and the authority’s reply, a lease with service charge statements and an electricity bill, or a trip with the booking, tickets and a traffic fine from your holiday.

You decide which documents belong together; the app does not link anything by itself. Duplicate imports are a separate matter: the archive filter Duplicate groups shows them.

Start in the archive with one of the documents that belong together.

1. Tap the actions button with the three dots next to the document and choose Link documents.
2. The archive switches to selection. The document you started from is already selected.
3. Tap the other documents that belong with it. At least two documents must be selected in total.
4. Confirm with the check mark at the bottom right. The X at the bottom left cancels the selection.

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The Links view has two tabs. In List, Directly linked shows every document connected straight to the open one. Each row names the direction: “linked from this document” means the link was set here; “links this document” means the other document points to this one.

Indirectly linked shows documents you reach through another document, with the path, such as notice → objection → reply. Tap a row to open that document.

The Graph tab shows the same connections as a network, up to two steps from the open document. To remove a link set from this document, tap the minus button in the list.

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When you open one of the linked documents later, Linked documents and the count appear below the title of its explanation. Tap it to open the links, then tap the document you need. The button with a chain and a plus sign in the top bar opens the same view.

When a question comes up, every document of a matter is close at hand: the objection next to the notice, the statement next to the lease, the ticket next to the booking. To find a document in the first place, see the guide to finding your documents.