Work With Relations
You can relate an existing item or new item to the item you have opened in detail.
Relation With New Item
- In the item dialog, click Add New.
- Now, select type of item you want to relate, e.g. Journal.
- The new journal window will be opened.
- Fill in values as you need. Then, click Save and Close.
- New journal will appear in its tab on item from what it was created.
Relation With Existing Item
- In the item dialog, click Link to Existing.
- Now, select the type of item you want to add, e.g. Document.
- List of documents will open.
- Double-click the document you want to add or click it and then press OK.
- Document will appear in its tab on item to what it was related.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.