Document Management Software Help : Docsvault

Set Document Relations

Set Document Relations

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Set Document Relations

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Set Relation

 

Set Relation feature allows you to group associated documents that exist in different folders or areas together for ready reference

 

To set document relations:

 

Locate the file or folder you wish to associate with other files or folders

Right click to open its context menu and then select Relation. In the dialog that opens up click Set New button

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

Click Select to create the relation.

 

To remove the relation, open this dialog again, select the relation to be deleted and click on Delete