Document Relationship Guide
Introduction
Using this guide
Terminology and Administration
Enabling Document Relationship
Document Relationship Columns
Document Relationship User Interface
Document Relationship Types
Create and Manage Relationship Types
Components of a Relationship Type
Relationship Type
Binding Rule
Entity Types
Relationship Creation Permissions
Relationship Deletion Permission
Required Metadata
Manage Lifecycle Reset of a Parent Document
Creating Relationship Type
Managing Relationship Type
Document Relationship Audit Log Entries
Automatic Document Relationship Deletion
Create and Manage
Creating a Document Relationship
Deleting a Document Relationship
Viewing Prior Version Relationships
Sending a Notification
Audit Log Entries
Document Relationship Guide
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Introduction
This guide acts as a single source for an end user to go through the document relationship creation and application process.
Terminology and Administration
This section identifies the administrative functions and provides an overview of the terminology associated with the Document Relationship (DR) feature.
Document Relationship Types
Learn how to create, manage and audit documents relationships.
Create and Manage
This section describes on how to create and edit a document relationship and how to send a notification.