Document relationships create a connection between two documents. Unlike document link annotations, relationships do not have a specific location in either the source document or the targeted document.
Relationships may or may not be specific to a single version of the source or target document.
Relationship Types available in Veeva RIM Basics
Based on: Points to the document and version when the Make a Copy action was used
Linked Documents: Allows you to relate to a specific version of a specific document
Originates From: Points to a document, but will reflect the latest version
Redaction: Points to the document and version when the relationship was created
Source References: Points to the document and version when the relationship was created
Supporting Documents: Points to the latest version of a specific document
Translation: Points to the document and version when the relationship was created
To add a document relationship:
Navigate to Submission Mgmt > Library and open the document you want to add relationships to.
Click the Relationships icon.
Hover your mouse over the type of relationship you want to add and click the add icon.
Select one or more documents and click Close.
To remove a document relationship:
Hover over the document you want to un-associate and click the delete icon.
