The following pertains to relating documents to entity items.
When the Content Type is set to Documents, the following page is displayed.
Select the Document Type that you want to create a relationship for from the Document Type drop-down list. This is the Document Type the primary document belongs to.
If you want to exclude the primary document from any actions executed on the related document(s), select Exclude Primary Item.
This option does not apply to Workflow rules and actions configured to execute on related items. The primary item is always excluded in this case.
When the Related Content Type is set to Entity Items, the following options are available:
Select the Entity Type and Field that you want to use to define a relationship for from the drop-down lists.
If you are licensed for Agenda, Agenda selections are available from these drop-down lists. If you are licensed for Electronic Plan Review, Plan Review Project selections are available from these drop-down lists.