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Description:
Are you looking for a way to creale relationships between documents that have common attribute values? Check out this Trainer Tip video by Docusign University’s Erik Engelstad for a quick tutorial explaining how to create relationships between documents so that they become visible and accessible directly from within Document Review.
Key Takeaways:
- Separate documents can have the same attribute group applied. In the group, you can add relations to any attribute. If the separate documents have the same value for the attribute, those documents become related to each other.
- Separate documents can have different attribute groups applied. If any attribute has the same name in different groups, you can add relations to the attribute in each group. If the separate documents have the same value for the attribute, those documents become related to each other.
Additional Resources:
For further information about Related attributes in Docusign CLM, check out the following article:
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Continue the Conversation:
How have you or your team used CLM related attrbutes ? We’d love to hear from you. Please also feel free to ask any questions in the comments.