You can create two-way relationships between file parts. Relating helps to organize and group-file parts so that they can be easily retrieved. For example, you can create a relationship between a contract and its covering letter.

  1. Search or browse for the file part, and select it. This file part can be referred to as the “source”.

  2. From the Actions menu, choose New Relationship.

  3. In the New Relationship dialog, use the File to Link field to select  and then select the file part that relates to the source. This file part can be referred to as the “target”.

  4. In the Link Type field, select the relationship type:
    NOTE: Relationships between file parts are reciprocal in nature. For example, if the source is related to the target by the Superseding link, then the target is automatically related to the source by the Superseded link.

    • Superseded by: The source is replaced by the target as the ‌current record.

    • Supersedes: The source replaces the target as the more current record.

    • Cross-Reference: The target and source are linked as cross-references.

    • Supporting Document: The source is the supporting document for the target.

    • Supported Document: The target is the supporting document to the source.

    • Electronic Rendition: The target is the electronic rendition of the supporting document.
      NOTE: For Electronic Renditions to function correctly, configuration must be applied by the system administrator. For more information, refer to the Configure IRM for Electronic Renditions section in iManage Records Manager Administration Guide.

  5. Select OK.
    In the Related Records dialog that lists related file parts, if Electronic Rendition is selected as Link Type, update the following fields:

    1. Link to document in iManage Work (insert the iManage link ‌to the document).

    2. Friendly name (optional field).

  6. Select Close.

Viewing Related Records

  1. Search or browse for the file part, and select it.

  2. From the Actions menu, choose Related Records.

  3. From the Related Records dialog, select a file part from the list and perform the following actions:

    • New: Opens the New Relationship dialog to create a relationship.

    • Go To: Navigates to the file part and opens it.

    • Remove: Cancels the relationship between the file parts.

  4. Select Close.

Viewing Electronic Renditions

Electronic renditions can also be related to file parts. To view these, refer to Viewing Electronic Renditions of documents.