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22.2. Create Relationships

To associate documents using relationships:
  • From the Worldox search results screen, select the document you'd like to make the "Parent" document
  • Click on the Relations tab at the bottom of your search results screen
  • Select the checkbox "Make file the parent"
  • Conduct a Worldox search for the document(s) you wish to relate to the parent document
  • Drag and drop the documents you wish to relate into the Relations window
  • The Worldox – Relate File window will open. Verify that you want to make this document the child of the parent document indicated and click "Yes"
IMPORTANT:  When finished, deselect the "Make file the parent" checkbox. Failure to uncheck this box can cause user confusion as the user might think that any highlighted file has a relationship with the files in the Relations window. In order to be certain that you are reviewing the correct relationships, the relationship is listed at the top of the Relations tab
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