Relational Libraries allow for documents to be related together based on unique identifiers that are applied as attributes.
Below is the admin guide for creating and managing Relational Libraries.
All Library settings can be found in the Administrator Menu:
Creating a new Relational Library
A Library is configured around a Key Attribute, a unique identifier that is applied as a attribute to your documents. A Attribute can only be configured to a single Relational Library.
Document Attributes are all of the attributes that should be shown when accessing a Library. For instance, if documents are related to an 'Agreement', then all of the attributes for the documents can be displayed in the 'Agreement' view.
Library Attributes are customizable and have varied uses depending on your needs. For example, you could use a library item attribute to keep track of operative language across multiple agreements with potential amendments, keep track of current subscription cost, changing owners, the list goes on. Your administrator can set up the exact Attributes and Attribute groups that appear in the library.
Select “+ Attribute Group”, add a name, and then select the first group of attributes that you would like to add by selecting +Attribute. You can add as many groups as you would like, we will add the following to this library.
Updating a Relational Library
Once created, the Document Attributes, Library Attributes, and description can be edited. The Key Attribute, however, cannot be changed after creation and the Library must be deleted in order to configure a new Key Attribute.
Deleting a Relational Library
Libraries can be deleted from the admin menu.
If you have any questions or technical difficulties, you can reach out to email@example.com