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Adding Related Items

Learn how to add relationships between documents.

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Manage related items

Create relationships between documents to provide better visibility and tracking of important information.

Related Items are used to create relationships between documents.

For example, if you have a comments document that you’ve been using as you review a drawing, you could link the drawing and the comments documents together with Related Items. Then when you look at that drawing in the Document Register, you’ll have quick and easy access to the comments document.

Related Items is available to all organizations on a project and is enabled by default for new projects

Tip!

Note that users from all organizations can add related items.

  1. In the Document Register, find the document you want to add related items to.

  2. Click on the file name to go to the Document Properties view.

  3. Click the Related Items tab and then click the Manage Related Items button.

 

  1. Select Add – you’ll have two options at this point:
    • Use Add New Related Items to create new relationships
    • Use Copy from Other Document to give the current document the same relationships as exist in another document.

 

Add New Related Items

  1. Choose the relationship you want to apply.
  2. Use Search to find the document(s) you want to link your document to.
  3. Click the checkbox in the left column for the document(s) and then click Add Related Items.

Copy from Other Document

  1. Use Search to find the document(s) you want to copy the relationships from.
  2. Click the checkbox in the left column for that document and then click Copy Related Items.
  3. On the Manage Related Items screen, click Save to finalize your work.

Can other organization see the relationships I created?

Other organizations on the project will only see related items for documents that exist in their document register. Therefore, if you want other organizations to see all the relationships you have configured, you'll need to transmit all the related documents to them.

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