Associate (Link) Forms and Documents

Owned by Former user (Deleted)
Last updated: Jan 06, 2025 by Rebecca David
3 min read

Associating allows you to create a link to any other form or document located within RIB CX. This helps keep all relevant information about an issue or process together.

For example:

  • An RFI might relate to a Document in the Publication Space.

  • A Transmittal may relate to Variation.

  • A Site Instruction might Duplicate another.

How Do I Know If There Are Forms Associated?

Forms with associated forms or documents have a LINKED section at the bottom of the form.

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How Do I Associate to a Form

At the bottom on your form in the blue ribbon you will see Associate.

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  1. Click Associate.

  1. Type a keyword or add other criteria to search for the form or document you want to associate.

  2. Click search.

  3. Search results are displayed in a grid format, showing the following details:

  • Reference

  • Title

  • Status

  1. In the search results select the desired form(s) or document(s) and click Add. They will be added to the right-hand side.

  1. Click Save. The form/s will now be linked and visible in the Linked section.

Added Split/Associate Tags

To clearly indicate which forms have been split or associated.

 How Do I Remove an Associated Form or Document?

At the bottom on your form in the blue ribbon you will see Associate.

  1. Click Associate.

  1. Click search.

  2. Search results are displayed with the associated documents listed on the right-hand side.

  3. Select the form(s) or document(s) you wish to un-associate and click Remove.

  4. This will move the form(s) or document(s) back to the left-hand side.

  5. Click Save. These will no longer appear in the linked section of your form.