Client Manual > Features > Working with Documents > Set Relation

Set Relation

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Set Relation

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" in 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 set relations for.

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.
 

 

Auto Document Relation

 

Note:

This feature is available only in Docsvault Enterprise & Ultimate Editions

 

 

If Set Doc. Relation is enabled for an index field, auto relation is set between files and folder that have the same values for that index field. In the following example,  document relation will be set automatically between documents with the same index values for the property agreement.

 

 

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