Docsvault - Document Management Software

Set Relation

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Set Relation

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Set Relation

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Set Relation

Set Relation feature allow users to group together multiple files and folders that are related. When a user navigates to a document, a tab  labeled "Related   Documents" at the bottom panel will display all the related documents.

 

For example:

Consider setting relation between the images and the article to publish or between property agreement and the blue print of the property. Creating a relation will allow the users to quickly create document to document relationships without having to go to search for it.

 

To set document relations:

Locate the file or folder you wish to assign an associated document.

Right click and select Relation. Select Set New relation.

Navigate to and click on the document you wish to set relation with the main document.

Click "Create" to create the relation.

To remove all the relation set, select Remove All.
 

 

SetRelation01

Related Documents

 

 


See also

Create Document link