What belongs together stays together
Link related documents instead of forcing them into the same folder
An invoice rarely comes alone. There’s the quote, the purchase order, the delivery note, maybe a credit note. A contract has amendments; a termination refers to a contract. Folders can’t show that: a document can only live in one place.
In Papermerge you link documents to each other, wherever they are filed. The Related Documents tab shows what belongs to a document, and one click opens it.
Relation types
Papermerge comes with five relation types: attachment (for example an email and its attachments, see Inbound email), related to, supersedes, references and amends. Each reads both ways: the new contract “supersedes” the old one, the old one “is superseded by” the new one.
If those aren’t enough, create your own, such as “delivery note for invoice” or “reminder for invoice”. You can add a short note to every link.
Why it helps in an audit
Auditors want to follow a transaction, not just look at single receipts. Linked documents show the connection directly: from the invoice to the delivery note, from the contract to every amendment.
Key Benefits
- Built-in relation types: attachment, related to, supersedes, references, amends
- Your own relation types, such as "delivery note for invoice"
- Every link reads both ways: "supersedes" and "is superseded by"
- An optional note on every link
- Links stay, whatever folder the documents are in