Relate Documents

Users with Editor and Administrator access related the documents with this option:

1. Add the required documents to the Documents Cart and click the arrow next to it to open the Documents Cart window.
2. On the Documents Cart window, click on the Actions dropdown and select the Related Documents option.
   
   
   
3. On the Relate Documents window, select the appropriate option from the dropdown menu.
   
   
   
4. Click on the Save button to complete the related documents process. A notification Documents related is displayed in the top right corner of the screen.