Quick Start: Relationship Map


When creating documents in your database, it's useful to know what were the base and target documents that it was based on or create from, respectively.


Step-by-step guide

  1. Bring up one of you documents and right click on the window and select Relationship Map
  2. The new screen shows you the relationship of the document and how it ties together. 
    1. Your active document is selected in Yellow and you can change what kind of relationship is displayed (e.g. you can change it to a Posting Details relationship) on the lower left hand corner of the window
    2. You can double click on each box to bring up the document


This will give you an insight on how your documents tie together.





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