FileBound relationships allow you to link projects with each other. On the Relationships tab, you can add, edit, and delete relationships made between files or documents that are stored in separate projects. There are three different types of relationships that can be established in FileBound:
- File relationships allow you to store line item details from one project in another project.
- File copy relationships make it easy to pre-populate some of the related files fields when using related files to complete multi-line account coding.
- Document relationships allow you to view related documents from a linked project.