How do I create relationships between contracts through interlinking?

Learn how to link and create relationships between contracts and related documents, such as amendments and appendices, in the Archive

If you have contracts and documents in your archive that are related to each other, such as amendments, supplements, or appendices, you can create an interlinking relationship between them.

Creating relationships between documents allows you to easily identify related documents, and navigate between them in the archive. 

Creating interlinking relationships

To create a document relationship, simply

1. Click Archive in the top menu and choose the document you wish to interlink,

2. Click the New relationship button in the Related documents section,

3. Choose the type of document relationship, and select the document from the drop-down menu,

4. Click the blue Save button.

You will be able to see the relationship details when viewing any of the interlinked documents in the archive. You can also quickly navigate between related documents by clicking the document’s name in the Related documents section.

Tip: You can also locate contracts and documents in the archive by searching, filtering and creating filter segments.