Manage Relationships

Relationships are based on the content of a specific field. When users select a particular record and view relationship details in Enterprise Review, the Relationships list presents all documents with matching field content (as in a field-specific search). The following relationships are included with Enterprise Review by default:

Before you get started working with relationships, you might want to watch the Managing Relationships video.

ClosedClick here to watch the Manage Relationships video

Manage Relationships video

The following video provides a basic review of Relationship Management. The purpose of the video is to help you:

Note: The video above relates to a version of Enterprise that came out before the latest release. The functionality described in the video is accurate, but the UI may have since changed.

 

Related pages:

Family Relationships Example

This figure shows the Family relationship in Enterprise Review.

In addition to the BEGDOC field, two tag groups (Responsiveness and Privileged) have been added by the administrator.

Duplicates Relationships Example

Another default relationship is the duplicates relationship for cases using an MD5Hash field. The following figure shows this relationship in Enterprise Review. In addition to the BEGDOC field, two tag groups (Responsiveness and Confidentiality) have been added by the administrator.

In this example, the administrator has included the document compare tool (as indicated by the magnifying glass button). This tool allows users to compare a document selected in the Documents (or Search Results, etc.) tab to one in the Relationships list.

Planning

Before defining a relationship, plan the type of information that will assist your users as they review case details, including the field upon which each relationship should be based, the field and tag details that should be displayed in the Relationships listing, and how the information should be sorted.