Are Smart Links the way to create a link between an Invoice document type and a Payment/Check document type? Does this mean I would need the Invoice document type to have CheckNumber metadata and the Payment document type to have InvoiceNumber metadata? Both of these metadatas would serve as the foreign key to the other document?
That is correct.
The smart links work by creating automatic references between documents. They allow keeping documents in separate organizations like cabinet or indexes, but still have a connection between them.
You only need a piece of information that is known between the documents. Does not need to be an exact match but a predictable relationship that is simple enough to code using the logic operations that the smart link conditions allow.
The fields for the comparison can be document properties, tags, metadata, or comments.
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