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Related Documents Plugin Configuration

Configuration

The Related Documents plugin can be added to your project and configured using the Essentials setup application.

Prerequisites:

Instructions:

  1. Using the Essentials setup applicationadd Related Documents to your project.
  2. Rebuild &restart your project.
  3. In the setup application, find Related Documents under Installed features and clickConfigure.
  4. Select the document type you want to add the related documents field to.
  5. Select thesearch folder from which the plugin will suggest related documents based on metadata.
  6. Enter the number of suggestions to show.
  7. Click onAdd related documents.

Now, when you open any document of the type you selected, it will have aRelated documents field.

Click on any of the suggestions to add them as related documents, or click onSelect documents manually to hand-pick related documents.

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