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Add sub-docs to documentation - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Sub-documents (sub-docs) are documents embedded in other documents. They can be useful for adding information that only makes sense in the context of the parent.</p> <p>Sub-docs are similar to normal documents. They have security settings and revision histories just like top-level documents.</p> <p>Sub-docs can be searched for, but not browsed to, in document and folders listings.</p> <p>Keep in mind that sub-docs are dependent on the parent. They can't be promoted to parent (nor can a parent be demoted to child). Also, if the parent is deleted, the sub-doc will also be deleted.</p> <p>Instructions</p> <ol><li>Navigate to the document you want to create a new sub-doc in.</li> <li>Click <strong>Add sub-doc</strong> in the right side panel. This will create and then immediately open a new sub-doc. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/JOYRQXRUMB0I/documents-crm-connect-to-outlook-for-the-first-time.png" alt="Documents_-_CRM_-_Connect_to_Outlook_for_the_first_time.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Give the document a name and create the document content. IT Glue will automatically tag the parent document to the sub-doc (see <strong>Parent Doc</strong> section in the right side panel).</li> <li>Change the security permissions if needed. Permissions in a sub-doc inherit permissions from the parent document by default, but there is the option of setting unique permissions. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/SVTVVNTJU3DZ/documents-new-document.png" alt="Documents_-_New_Document.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Click the green <strong>Publish</strong> button in the top-right corner of the screen.</li> </ol> </article> </main>