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
- Bring up one of you documents and right click on the window and select Relationship Map
- The new screen shows you the relationship of the document and how it ties together.
- 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
- You can double click on each box to bring up the document
This will give you an insight on how your documents tie together.