Any items related to the primary item selected in the Inbox are displayed in the Related Items pane. To view related items, select the Related Items tab below the Inbox. The Related Items pane is displayed:
When the Related Items pane is displayed, the item that is selected in the Inbox pane is displayed in the Primary Viewer.
To display an item in a separate window, click the Display button in the Related Items pane.
To apply a template to the Related Items pane, click the Template button and select a template to apply.
To filter the Related Items pane, click the Filter button and select the filter you want to apply.
If a filter is configured to display keyword or note-related display columns, if a related item has multiple values or notes related to that column, each entry will be displayed separately in the list.
If a Work Folder used to display related items has a default filter that is configured to display an HTML form, the form is not displayed when the Related Items pane is selected. Only Document Types and display columns are applied. The filter must be applied to the Work Folder manually from the Related Items pane in order for the HTML form to display.
The status bar is located at the bottom of the Related Items pane. It displays the current queue, the number of items in the pane, and any selected filter.
When working with related items, the task pane changes to light green, and includes the Related Items tab's icon:
This is so that you can easily distinguish between related items and items in the Inbox.
When a Keyword Type that is determining the contents of the Related Items pane has a value that contains an asterisk (*) or question mark (?), the characters are treated as wildcards and all items that meet the criteria are returned as related items.