Relate Documents

Note: Editor and Administrator level users can link documents together with this option.

1. Add required documents to the Documents Cart.
2. Select the documents from the cart.
3. Click Actions and then select Relate Documents. Refer to the screenshot below.

   

4. The Relate Documents window will open. Select the appropriate option from the dropdown menu.
5. Press Save to complete the Relate Document process. A notification ‘Documents Related’ is displayed in the top right corner of the screen.