This article explains how document creators can create new related items in AODocs.
The relations feature lets you link documents (items) that are related to each other. You can create related items of the same or a different document class within a given library. AODocs displays them in your document’s Properties tab.
Important:
– The relations feature isn't available in Team Folders.
– It's available in Secured Folders and Document Management libraries. To set up the feature, an administrator must configure at least one relation in a document class and selected one or more relations for display.
– You can create or add as many relations a you want in your document.
Note: The creation flow for a related item (document) varies based on the library type and its configuration.
 Choose the type of item to create
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| From the Related items section of the Properties tab
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| From the Add related items button on the document page
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Choose a file
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Make changes to your unsaved document
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Choose the type of item to create
As a document creator, you can create new related items:
- from the Related items section of the Properties tab
- from the Add related items button on the document page
From the Related items section of the Properties tab
Note: You must be in view mode to create new related items from the Related items section.
1. Open a document in AODocs and select the Properties tab.
2. Under Related items, click the Add related item button next to a relation title.
3. In the Add related item in [Relation title] dialog, you can choose to create:
- a blank related item
Note: The Blank option isn't available when when a default template is defined for the document class. Learn more: Create documents from a template.
- a related item from a template (if your administrator has created and activated at least one template for this document class) – learn more: Create documents from a template
Tips:
In the Search field:
– enter text and press Enter to run a search on document titles containing your text
– position your cursor in the field and press Enter to display all items that can be related to the current document
When you've selected the type of related item to create:
- the Choose a file dialog opens if you're in a Secured Folder and you selected either Blank or a template without an attachment
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an unsaved document opens if:
- you're in a Team Folder or Secured Folder and you selected a template with an attachment
- you're in a Document Management library
From the Add related items button on the document page
1. Open a document in AODocs.
2. Click the Create a related item button.
3. A panel appears listing the document classes in your library alphabetically. For the required class, select one of the available options:
- Blank: to create a new document without using a template
Note: The Blank option isn't available when a default template is defined for the document class. Learn more: Create documents from a template.
- a document template, with or without an attached file
When you've selected the type of related item to create:
- the Choose a file dialog opens if you're in a Secured Folder and you selected either Blank or a template without an attached file
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an unsaved document opens if:
- you're in a Team Folder or Secured Folder and you selected a template with an attached file
- you're in a Document Management library
Choose a file
In the Choose a file dialog, select one of the options:
- Attach – to upload files from your device or import files from My Drive
- Upload and convert – to upload Microsoft Office files as attached files
- Upload using virtru (available only if Virtru is activated on your domain and in this library) – to encrypt and upload a file
- Create – to create Google files from scratch
Choosing a file for your related item in a Secured Folder
When you've chosen a file:
- If your related item (document) doesn't contain empty required properties, your document is created. Its title is the name of the file you created or uploaded. The Related items section in the Properties tab is populated with a link back to the original document.
- If your related item does contain empty required parameters, an unsaved document opens.
Make changes to your unsaved document
If there are required properties to fill in, a progress bar indicates how many required items (including the document title) have been filled in. The required properties are marked with a red star.
You must fill in the required properties before clicking Save to create your document. You can also:
- choose the folder where the document will be located (always available in Secured Folders; available in Document Management library with a folder structure)
- add a document description
Note: You can't make changes to any attached files at this stage.
1. Edit the title (if required) and fill in the required properties. Learn more: Edit custom properties.
2. If required, you can change the folder where your document will be located.
Note: If you're in a Document Management library, you can change the folder only if it has a folder structure configured.
The default folder is:
- the library root if you created the document from the library homepage or from a view without a folder structure
- the current folder if you created the document from a view with a folder structure
Click the Choose folder button. In the Folder selection dialog, select the required folder and click Select Folder.
Tip: You can search for folders and create new folders in your folder structure.
3. If required, add a description to your document. The rich text field can include:
- links
- tables
- images
- videos
- embedded external content with iframes
The description is displayed in the Properties tab of the document. The text in the description is searchable in the AODocs search bar on the library homepage.
Learn more: Search for documents in your AODocs library.
Notes:
– The description field may be required if the field permissions are managed by workflow states.
– You can only insert images in the description after saving your document.
4. Click Save to create your related item (document).
If you're in a Secured Folder and you:
- attached a file or uploaded and converted a file, a message appears: follow the link to open your related item
- created a Google file, your related item opens in the AODocs document editor
If you're in a Document Management library, your related item opens in the Properties tab.
In all cases, the two documents are now related: the Related items section in the Properties tab is populated with a link back to the original document.
Notes: You can't save your document:
– without filling in all required properties
– if any property values are outdated or incorrect
Learn more: What if you can't save your document?
Unsaved related item in a Document Management library