Create Relationship Types

Before you can begin creating document relationships, you will need to create relationship types. The relationship type defines the type of relationship that will be used to bind the documents and will establish the rules for Parent to Child configurations.

While the rules that govern what is and isn’t allowed for a relationship type between two documents, they do not preclude multiple relationship types from being established between the documents.

To create a relationship type:

1. Select Site Settings from the Site Actions menu.
2. Select Document Relationship from the NextDocs Administration group.
3. Click on the Create link at the top of the screen.
4. Enter a unique Relationship Type name in the Relationship Type textbox.
5. Select a Binding Rule from the Binding Rule menu.
6. Select an Entity Type from the Entity Type menu.
7. Define the Relationship Creation Permission.
8. Define the Relationship Deletion Permission.
9. If the document relationship requires parent or child documents to have certain metadata values, define the Required Metadata.
10. Define the options for managing the Lifecycle Reset of Parent events.