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:
- For any document in the list, select More Actions from the kebab menu , and then select Relate Item.
A blue box appears at the bottom of the list. - Navigate to the item you want to relate, and select Relate in the blue box.
You can also configure the Grid view to display a column to indicate if a document is related to one or more other documents.
- Select the View Settings () icon. The Table Settings dialog box appears.
- Under Available Columns, locate the Is Related column and select Add to grid view.
Figure: Configuring columns in Grid view - Select Save.