📚
Aerofiler User Guides
  • Dashboard
    • Introduction
    • Uploading Documents
      • Uploads by Email
      • Uploads by Drag and Drop
    • Calendar
    • Core Metrics
    • Activity
  • Documents
    • Introduction
    • Downloading / Exporting
    • Searching for Data
    • Storing Data in the Repository
    • Views
    • Related Documents
    • Example Workflow
  • Single File View
    • Auto Extraction
    • Contract Terms
      • Evergreen Contracts
      • Single Term Contracts
      • Multiple Term Contracts
    • Key Dates
    • Layout
      • Child Field
    • Reminders
      • Individual Document Reminders
      • General Reminder Settings
        • Reminders With Rules
      • Key Date Reminders
    • Replace File
    • Related Documents
      • Searching
  • Folders
    • Dynamic Folders
    • Single Level Folder Organisation
    • Multi-Level Folder Organisation
    • Apply Setting to All Users
  • Inbox
    • Introduction
    • Validating Documents
    • Unvalidating Documents
    • Filters
  • Reports
    • Upcoming Contract Events (Table)
    • Upcoming Contract Events (Charts)
  • Workflows
    • Create Workflow
      • Submitting Contract Data
      • Add Related Doc
      • Bulk Generate
    • Review
      • Updating Data
      • Editing the Document
    • Approval
      • Approval
      • Rejection
      • Replace and Resubmit
      • Void Workflow
    • Version Control
    • Signature
      • Electronic Signature
      • Cancel Signing Preparation
      • Delegate Signing Preparation
      • Amendments
  • SETTINGS
    • Account
    • Preferences
    • Reminders
      • Reminders With Rules
  • Dashboard (Supplier Portal)
    • Find a Supplier
    • Request a New Supplier
    • Supplier Account Changes
    • Supplier Master Download
    • Upload Contracts
Powered by GitBook
On this page
  1. Single File View

Related Documents

PreviousReplace FileNextSearching

Last updated 1 year ago

Sometimes it's helpful to understand how different documents are related, or to see what documents are relevant to another. For example, if you are viewing an Agreement, you might want to see if there are any Amendments that were subsequently made to it. If you are viewing a Statement of Work, you might want to see what Master Services Agreement it was made under.

By establishing relationships between documents, Aerofiler will tell you all the other documents in your database that are related to the current document you're viewing.

You can establish relationships between documents in the following section of Single File View:

Relationship / Corresponding Mirror Relationship

Example Relationship

Is a parent / Is a child

MSA → SOW

MSA → Schedule

MSA → Additional Terms

Consulting Agreement → Work Order

Is amended by / Amends

Services Agreement → Amendment to Services Agreement

Services Agreement → Amendment No. 2

Is associated with

Product X Design Agreement → Product X Manufacturing Agreement

Is terminated by /

Terminates

Subscription Agreement → Notice of Non-Renewal

Distribution Agreement → Termination Agreement

Supersedes / Is superseded by

Credit Agreement → Amended and Restated Credit Agreement

Antibribery Policy (June 2018) → Antibribery Policy (July 2019)

Unlimited PTO Policy → Responsible PTO Policy

Adding and viewing related documents