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The documents in a document family may be related to each other based on source and attachment relationships, email threading relationships, or similarity of concepts. You can work with documents that are related to each other using the Related pane.
You can perform the following tasks in the Related pane:
●View a list of documents in a document family
●View a list of documents that share similar concepts
●Review the documents that share similar concepts to each document in a thread by pivoting from document to document
●Change the active document within a document family
●See the coding for related documents
●Quick code documents
The following figure shows an example of the Related pane.
The Related pane includes the following sections:
●Sources and attachments: Displays the active document and any documents with a source or attachment relationship to the active document.
●Threading: Displays the active document and a list of documents with a threaded relationship to the active document. For more information about how to review threaded documents, see Review threaded documents.
●Similar: Displays the active document and a list of documents that share at least 70% of the same concepts. The number in the Similarity column indicates the fraction of concepts that the documents share in common.
For information about how to add the Related pane to your workspace, see Customize the workspace.
The following table describes how you can work with documents in the Related pane.
Task |
Steps |
Change the active document |
Click a document. |
Quick code a document |
Click a document type icon, and then click a quick code. |
Collapse or expand a section |
Click a section heading. |
Maximize a section |
Click the Maximize button in a section heading. To display all of the sections again, click the Restore all hidden sections button. |
Review documents that are similar to the documents in a thread by pivoting from document to document |
Click a document. Then, on the Related pane toolbar, click the Make pivot button. The following things happen: ●The Similar section updates to display documents that share the same concepts with the document that you pivoted to. ●A breadcrumb trail on the Related pane toolbar displays the document IDs of the document that you started from and the document that you are currently pivoted to. If you pivot through multiple documents, the number of documents appears in the breadcrumb trail. Click the number to see a full list of document IDs. To return to a previous document, click the document ID in the breadcrumb trail. Note: Pivoting between documents in the Related pane is a way to navigate between similar documents. This feature is not related to the concept of pivot documents in the email threading feature. |
View entity items that are connected to the active document |
On the Related pane toolbar, click the Related entities button. To display documents again, click the Related documents button on the Related pane toolbar. For information about how to work with entity items that are connected to each other using the Related pane, see Work with connected entity items. |
Use the following procedure to configure the Related pane so that only one section opens at a time.
1.In the Related pane, click the Options button.
2.In the Documents display area, select the Only open one section at a time check box.
3.Click OK.
