The relations feature lets you create links between documents (items) that are related to each other.
Related items can be of the same or a different document class within a given library. They are displayed in your document’s Properties tab.
As a contributor, you can add existing items as relations in your document. You can also remove them. Learn more: Remove relations.
Important:
– 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 as you want in your document.
1. Open a document and select the Properties tab.
Note: You can add related items in view mode or edit mode.
2. Under Related items, click the Add related item button next to a relation title. In the example below, Invoices was selected.
3. Search for one or more items to add. You can:
- enter search text
- press Enter to list items that can be related
Tip: Document creators can also create new related items in this dialog if the document is in view mode. Learn more: Create new related items.
4. Select one or more items to relate.
5. Click Add selected items. The selected items are listed in the Related items section of your document.