Listing Related Documents
The Related Documents option searches all categories to which you have access for documents that have the same index values as the document you are viewing.
For example, your organization might store invoices and statements in separate categories, but each category has an index for the customer name. While you are viewing an invoice for a particular customer, you can click Related Documents to display a list of all other invoices and statements for that customer.
Related documents do not have to be in the same category as the document you are viewing, but the different categories must each have an index with the same name, and a Transform Content Center administrator must have enabled the Related Documents feature for that index.
To list related documents:
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Click Related Documents
.
A list is displayed, showing all documents that:
- Are stored in categories to which you have access.
- Have an index value in common with the document you are viewing.
Options
In the list of documents that is displayed, you can:
- Click a DocType icon to view the associated document.
- Select one or more documents and then click Mail selected to send the documents by email.
- Select one or more documents and then click Print selected to print the documents.
- Select one or more documents, select an action, and then click Submit to process the selected documents.