Managing Relational Libraries - Admin

Follow

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:

mceclip0.png

 

 

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.

Document Facts

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

 

mceclip3.png

 

Library Facts

Library Facts are customizable and have varied uses depending on your needs. For example, you could use a library item fact 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 Facts and Fact groups that appear in the library.

Snag_698ad559.png

 

Select “+ Fact Group”, add a name, and then select the first group of facts that you would like to add by selecting +Fact. 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 Facts, Library 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.

mceclip2.png

 

Deleting a Relational Library

Libraries can be deleted from the admin menu.

mceclip1.png

 

 

 

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

 

Was this article helpful?
0 out of 0 found this helpful

Comments