Documents Tab
The Documents tab allows the user to configure document relationships and their mapped columns in this interface. A checkbox is available to set the state to either retain document links or not when updating, copying or revising documents.
- If retain value is turned on, update the document links based on the Excel column value with the following behavior:
- If retain value is turned off, first remove all the document relationships and then for those mapped documents, based on the Excel column value execute the following behavior:
- If 'Exclude parent - child relationship when copying and revising document' is turned on, when a new revision is created, the parent - child relationship is removed from the revised document. If turned on when the current document is updated, the parent - child relationship is removed from the current document.