HomeGuides::Worldox GX4 CloudRelationshipsIntroduction to Relationships

25.1. Introduction to Relationships

Relationships are a way to associate files in Worldox's Document Repository.

Oftentimes, you may have a letter or piece of correspondence with enclosures. You may want to save the letter under correspondence, but the enclosures in their logical position and not have to "refile" the enclosures.

For example, you may send your clients a meeting agenda, and a financial plan prior to them coming in to your offices.  You want the Meeting agenda filed under correspondence or agendas, and the financial plan filed under financial plan, but as you have included the plan as an enclosure, you can associate that with the agenda.


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