Object Relationships

You can create relationships between objects to link related documents. For example, an offer can contain an offer document, a related price list, and a company brochure. Each object has a separate version history and you can update them separately. Relationships do not create copies of linked objects but establish references between them.

With relationships, you can specify metadata connections between objects the same way you do with the metadata card. For example, you can link a customer with a document, which will then show in the metadata of the object. Relationships added with the metadata card are also shown in the Relationships dialog.

Tip: You can use the properties of a related object to create indirect views and searches or to specify filter settings. For more information, see Indirect searches.