Related Documents Tab – For a Binder Definition

Related Documents are documents that are not defined in the Binder, but are related through an index value. To add Related Documents, select their Application from the drop-down list.

Related Documents_App

The Key Mapping field identifies the related document and allows the user to easily map the fields together. 

The Document Key Mapper allows you to map index fields from the main binder to additional related documents, where the use of differently-named but content-wise identical fields can be linked between two documents. Scroll through the column on the left to map the key index field to the additional document. When you have selected the appropriate field, select Link, as shown below.

Rounded Rectangle:   Note:  Although the related document is simply a reference, it must have a linked field in order for the DocuPhase Workflow tab to display the related documents.

 

Related Documents_key mapping

 

 

Rounded Rectangle:   Comment:  
The purpose of the Document Key Mapper dialog window is to eliminate the need for using the Expression Builder. However, if you are comfortable writing query tags, select Expression to establish this link in an alternate way.

 

The results of the above Link operation are shown below.

Related Documents_filled out