This works for versions 8.5 and up of iManage:
Relating Documents
The purpose of relating documents to one another is so that users realize when one document is retrieved in the Document Grid, one or more others should also be considered. For example, relate exhibits to an agreement, attached files to email messages, or comparison documents to the original. You can create one-directional or two-directional relations between documents in FileSite. Document relations are one of the ways you can organize and group documents.
- From the Navigation Pane, select the document by clicking once on it. This is called the parent document.
- Right-click that document and select Document Info / Related Documents… from the shortcut menu. The Related Documents window is displayed.
Tip: DO NOT MINIMIZE THE RELATED DOCUMENTS WINDOW. It may be necessary to restore down the Outlook and Related Documents windows, so that both windows are visible at the same time. It is easier when you have two monitors to move the “Related Documents” window to your second monitor
- From the Navigation Pane, find the document to be related to the first document. Drag and drop it to the Related Documents dialog box in the area below Description. The related document is then listed in the window.
- Click the Close button of the Related Documents dialog box. A Related Docs icon appears in the Document Grid over the application icon of the first document. Only the parent document will display the Related Docs icon.
- From the Navigation Pane and Document Grid, select the original document and click the Related tab in the Document Results Frame. The related documents are displayed.
Tip: To open the related document, right-click the original document and select Document Info / Related Documents… from the shortcut menu to open the Related Documents dialog box, then double-click the related document to open it.