Relating documents

You can create relations between documents to keep related documents together, such as a contract and any addenda to that contract. To relate one document to one or more other documents, complete the following steps:

  1. For any document in the list, select images/download/thumbnails/74458458/4.png More Actions from the kebab menu images/download/thumbnails/74458458/2.png , and then select images/download/thumbnails/74458458/image2019-6-16_0-11-5.png Relate Item.
    A blue box appears at the bottom of the list.

  2. Navigate to the item you want to relate, and select Relate in the blue box.