Docrio has the ability to associate files to each other. Using Docrio Email or the Docrio API’s 2 files can be associated with each other. Signifying they should be viewed together or considered together.

 

Viewing Associated Files

When a file is associated to another, there will be a paperclip icon visible under the file name 

Associated_FIles_Icon.png

A new tab will appear within the details panel titled ‘Associated Files’. Click the File Name of a file with the associated icon, and select the new tab titled Associated Files. From this tab users can see a preview of  the files associated, download them, or click the pop out icon to be taken to the details page for the file 

Associated_Files_tab.png

How to Associate Files

There are 2 ways to Associate Files to each other.

The first of those ways is using Docrio Email. When a user saves an email and its attachments to Docrio the eml file and the attachments will automatically be associated to each other. 

The second way is using the Docrio APIs. Users can refer to our Docrio Docs site where we house all of our documentation (https://www.docrio-docs.com/docrio

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