Add Related Doc

When starting a workflow, you may wish to create relationships between document upfront. To begin, click "Actions" and then "Add Related Doc":

In this example, we will look at creating a relationship between a Master Services Agreement (the parent document) and a Statement of Work (the child document). Begin with a keyword search to locate the relevant Master Services Agreement:

Once you select the relevant agreement, you have the option of copying metadata values from the Master Services Agreement to the Statement of Work. Here, we copy the "Counterparty" value:

Copying applicable values will save time and avoid typographical errors compared to manually typing the data.

Once the workflow is completed, the relationship will automatically be established in your contract repository. This relationship can be visualised from the Documents page.

For more information about related documents, click here