Relating documents means creating relations between documents in the same library to keep them together, such as a contract and any addenda to that contract. This helps you build a document pack in iManage Work in which there's some common-purpose, theme, or project.

After performing a search in Insight+, you can view a document and other documents related to it using the Related tab in the right panel. To indicate that a document in the results list has related documents, Is related metadata can be configured.

  • To preview a related document in Insight+, select the related document title or select Preview from the kebab menu for the related document.

  • When in the full-page preview of a related document, the documents related to the related document are displayed in the panel on the right.

  • To open the related document in iManage Work, select View in Work.