Welcome to Cobuilder Training Portal

This article shows you how to link documents to relevant products in the system and how to remove such links if necessary.

Click Documents in the main menu to open the document menu.

Browse through the list or use the search field to find the desired document. You can either:

• Select an existing document, or
• Use a document you have just uploaded.

Link document to products

Click on the desired document in the list, then go to the Products tab. There you can see an overview of any existing links. Click on Link to more to add new ones.

Select the products you want to link to the document, or search first and select the desired search results. Finally, press Link products to confirm.

Afterwards, the selected products will appear as linked to the document.

A success message will appear on top of the page.

Removing links

You have two options regarding the removal of links:

• Unlink: Click this button for each individual product in the document window to remove the link.
• Unlink all: Use this button to remove all links between the document and products at once.

Connect a document to a product from the Products tab

You can also go the other way around and link documents directly from the product view.

Go to Products in the main menu. Open the product you want to link a document to and select Documents.

You can choose between:

• Link existing documents – select one or more documents that have already been uploaded to the system.
• Upload document – add a new document and link it directly to the product.

After uploading or selecting, the documents will appear as linked to the product.