Document relationships

A document relationship is an association between two FileBound projects that allows you to view related documents from the linked project. A document relationship is established on the index fields that are mapped between the parent project and the linked project. The related documents are listed within the Related Document tab in a viewer.

Example: Document relationships are useful when you want to view documents from the associated project. Documents from destination project are related to a file from source project based on the index field specified for mapping while creating a relationship between the projects. For example, you want to view checks issued to make payment for an invoice. You need to create a document relationship from AP Invoice project with AP Checks project.

When you view a file from the AP Invoice project in a viewer, you can view the related checks from the AP Checks project. The related documents from the AP Checks project are available within the Related Documents section within a viewer.

Add a document relationship

Edit a document relationship

Delete a document relationship

 

Add a document relationship

  1. On the Navigation menu, click Administration, then click Projects.
  2. Click Edit next to the project you want to create a document relationship for.
  3. Click the Relationships tab.

  4. In the Document Relationships section, click Add.

  5. In the Relationship settings dialog box, configure the relationship, then click Save.

Main Settings

Relationship Name: A name for the document relationship.

Related Project: The project that you want to relate the current project to.

Related Document Search Criteria: Fields for the source and destination project that will be used to search for related documents.

Note: Auto-Counter and Auto-Text type index fields will not appear in the list for destination project.

Mode Selection

Select an option to specify the mode to be used. The following options are available: 

  • Many to One: Establishes a relationship between multiple documents in the source project to a single document in the destination project.
  • One to Many: Establishes a relationship between a single document in the source project to multiple documents in the destination project.
  • Many to Many: Establishes a relationship between multiple documents in the source project to multiple documents in the destination project.

Misc. Settings - Div/Sep tab

Only list documents in Divider: Displays related documents from the selected divider only.

Only list documents in Separator: Displays related documents from the selected separator only.

Misc. Settings - Groups tab

1. Click Edit.

2. In the Assign Group dialog box, select the check box next to the group(s) you want to add, then click Apply.

Misc. Settings - Other Settings tab

Disable Unrelated Linking: Prevents users from unrelating related documents.

Show Relationship Count: Displays the number of related documents.

Numeric Blank Value: The value that is displayed if a numeric field does not have a value.

Date Blank Value: The value that is displayed if a date field does not have a value.

Misc. Settings - Unrelated Search Filter tab

If you configure some values in the Unrelated Search Filter tab, then only those files which satisfy the filter are displayed in the viewer.

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Edit a document relationship

  1. On the Navigation menu, click Administration, then click Projects.
  2. Click Edit next to the project you want to edit a document relationship for.
  3. Click the Relationships tab.

  4. In the Document Relationships section, select the document relationship that you want to edit, then click Edit.

  5. In the Relationship settings dialog box, edit the document relationship configuration as needed.
  6. Click Save.

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Delete a document relationship

  1. On the Navigation menu, click Administration, then click Projects.
  2. Click Edit next to the project you want to delete a document relationship from.
  3. Click the Relationships tab.

  4. In the Document Relationships section, select the document relationship that you want to delete, then click Delete.

  5. Click Yes to confirm the deletion.

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