Manage documents or tags
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Select Manage Documents or Manage Tags to display the documents or tags in the Results window.
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Select the documents or tags to include.
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You can also search for documents or tags in the search bar.
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You can use the Filter by options to return more targeted search results.
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Select RELATE.
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The related documents and tags are displayed in their respective DOCUMENT VERSIONS and TAGS tabs. You can use these tabs to relate additional documents and tags:
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In the relevant tab, search for required documents or tags using the search bar.
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Select the documents or tags in the list of results, and select RELATE.
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You can also use FILTER options when searching for documents.
Manage change requests
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Select Relationship Builder, and use the Search tab to search for change requests to relate.
A change request can only be related to a work package when it is in the same configuration.
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Select the items you want to relate, and select Relate.