Managing Relational Libraries - Admin

Relational Libraries allow for documents to be related together based on unique identifiers that are applied as facts.

Below is the admin guide for creating and managing Relational Libraries.

 

All Library settings can be found in the Administrator Menu:

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Creating a new Relational Library

Key Facts

A Library is configured around a Key Fact, a unique identifier that is applied as a fact to your documents. A Fact can only be configured to a single Relational Library.

Roll-up Facts

Roll-up facts are all of the facts that should be shown when accessing a Library. For instance, if documents are related into an 'Agreement', then all of the facts for the documents can be displayed in the 'Agreement' view.

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Updating a Relational Library

Once created, the roll-up facts and description can be edited. The Key Fact, however, cannot be changed after creation and the Library must be deleted in order to configure a new Key Fact.

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Deleting a Relational Library

Libraries can be deleted from the admin menu.

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If you have any questions or technical difficulties, you can reach out to support@thoughttrace.com

 

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