This feature is only available with the policy & procedure add-on.
Related Documents enable you to relate Documents with one another. For e.g. a Policy may be related with its associated procedures and guidelines.
Any Document that is related to others will have a hyperlink to its Related Documents on the Document Card on Hub and Launchpads and also on Composed Documents.
In the example below the Complaints Procedure has 2 Related Documents. When you click on 2 Related Documents, a modal appears listing hyperlinks to the Related Documents.
How do you relate Documents with each other?
Go to the Details tab of the Document click on the chain icon.
In Add Documents, select the Documents that you want to relate.
Then Select their Relationship, You can select from:
- Parent Of
- Child to
- Links to
In the Comment, you can explain the reason for this relationship.
Click Add to relate the Documents with each other.
Both the Relationship and the Comment are not displayed to Users with only View Documents rights, so they will not be visible on Hub, Launchpads or Composed Documents.
Once Documents are linked, they will appear in the Related Documents section of the document record.
Please Note: Access to Documents listed in the Related Documents section is permission based.
Where are Related Documents displayed?
For Users with the ability to view Documents, Related Documents are displayed on document cards within the Hub and Launchpad, as well as on Composed Documents.
On the Hub:
- The user will be able to see Related Documents that they have at least view rights to or are publicly accessible.
On a Launchpad:
- If the user is signed in, they will be able to see Related Documents that they have at least view rights to or are publicly accessible.
- If the user is not signed in, they will only be able to see publicly accessible Related Documents
On LaunchPads and Public Composed documents if the user is not signed in then they will only see related documents that are publicly accessible
On the Hub and Launchpad, the document card will display a hyperlink indicating the number of Related Documents.
Clicking on Related Documents displays the related Documents categorised in their document categories.
On the Composed Documents, related Documents will be displayed on the right side, categorised on their document categories.
Related Documents can be found on both the Documents List and Document Reports. To display them, use the Configure Columns option on the list and the Fields under Report Format on reports. This allows you to add all Related Documents columns to your document list & reports.
Document List Screen:
Documents Report: