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File Links: symbolic references

Introduction

Sometimes the same (non-versioned) reference file needs to appear in more than one place. A report makes sense both in the patient's folder and in a specialty's folder; a brand manual serves several campaigns; a specification is a reference for multiple project packages. The obvious workaround — copying the file into each folder — creates problems: it takes up space needlessly and, worse, produces versions that diverge over time.

The File Link solves this. It is a symbolic reference to an existing file: it appears as an item in the folder, but points to the original file instead of duplicating it. A single file, visible in as many places as you need — always the same content, with no copies to keep in sync.

When to use File Links

Use a File Link when the same file must be found through different paths:

  • Multiple organizations of the same collection — a report accessible by date and by patient
  • Shared material — a reference document used by several projects or folders
  • Curation — gathering shortcuts to scattered files into a single folder, without moving them from their place of origin

If you need an independent copy (one that will evolve on its own), then make a real copy — the File Link is for when the content should stay the same.


Key Concepts

What a File Link is

A File Link is a content item of type reference that holds a pointer to a source file. It contains no bytes of its own: when you open or download the link, you get the content of the original file.

Rules

  • The source must be a file — you create a File Link pointing to a real file, not to another File Link, nor to a web/video/audio link.
  • Same project — the source and the link live in the same project.
  • The source file does not have versioning enabled — the File Link is for reference material, which stays stable. A file under versioning has a draft, check-out, and published versions; referencing it in multiple folders would make it ambiguous what each link delivers. That's why the source of a File Link is always a reference file.
  • One file, many links — the same source file can be referenced by as many File Links as you want, in different folders.
  • Cascade deletion — if the source file is deleted, its File Links cease to exist (they would point to nothing). Deleting a File Link, on the other hand, affects neither the original file nor the other links.

File Link vs. Copy

File Link Copy
Content The same file, referenced A new, independent file
Space Consumes no extra storage Consumes it (duplicates the bytes)
Sync Always reflects the original Diverges as soon as either one changes
Use when The content should stay the same everywhere You want a version that evolves separately

Roles and Permissions

Action Owner / Admin Member Viewer
View and open File Links Yes Yes Yes
Create and delete File Links Yes Yes No

Creating and removing File Links is a content-editing operation (owner, admin, or member). Viewers can open and follow the links, but not create them.


Best Practices

  • Point to the right source — choose as the "original" the place where the file is actually maintained; the other places receive links.
  • Name the link by the destination context — a File Link can have a name of its own, useful when the same file appears with different roles in each folder.
  • Remember the cascade — before deleting a heavily referenced file, consider that all of its links disappear along with it.
  • Don't chain links — always point to the source file, never to another File Link.

Frequently Asked Questions

Q: Does a File Link take up storage space?

A: No. It holds only a pointer to the source file; the bytes exist a single time, in the original.

Q: If I edit the original file, do the links reflect the change?

A: Yes. Because the File Link points to the source file, it always shows the current content of the original.

Q: What happens if I delete the original file?

A: All File Links that pointed to it are removed automatically (cascade deletion), since they would start pointing to nothing. Deleting a single link does not affect the original.

Q: Can I create a link to a link?

A: No. The source of a File Link must be a real file — not another File Link, nor a web/video/audio link.


Document Version: 1.0 Last Updated: July 2026 Author: Sutram Development Team