Vault allows you to create relationships between documents and also group documents together in binders. The Where Used view shows all inbound relationships or binder links for a specific document. The documents listed in this view are the source documents for the relationship.
How to Use the Where Used View
To view inbound relationships for a document:
- From the Library, Doc Info page, or from within a binder, select Where Used from the document’s Actions menu.
- The Where Used report loads in the Library’s tabular view. As binder relationships are version-specific, you may see multiple versions of the same binder listed.
- Optional: Use the various library filtering features from this view. An additional filter allows you to filter by relationship type.
- Optional Click Edit Columns to change the columns that are displayed.
- Optional: Click Export to download the results into either CSV or Excel™ formats.
- Optional: From the results, click a link to view the related item.
Where Used View & Versioning
Vault contains document relationships that are version-specific (references) and relationships that are not (supporting documents, related claims, etc.). For version-specific relationships, the Where Used view shows an individual listing for each version of the source document where the relationship exists. For other relationships, the Where Used view only shows a single listing for the current version of the source document.
Where Used & Relationship Reporting
Sometimes, you can answer the same question from the Where Used view or from a document relationship report. However, there are several key differences: Where Used provides more thorough details, but only shows information for a single document at a time. Document relationship reports can measure relationships across all documents within the Vault.
This chart can provide more detail:
| Where Used | Relationship Report | |
|
Primary Use |
Supports impact analysis: assessing the downstream impact of changing a document by identifying all other documents that refer to it |
Allows you to measure content reuse and identify outdated document copies; in some cases, you can use a relationship report for impact analysis, but the scope is narrower than Where Used |
|
Scope |
Limited to the context of a single document |
Shows relationships between any documents in the Vault, subject to your access and filters on the report |
|
Relationship Types |
Shows all document relationship types and binders to which the document belongs |
Can only show relationship types where the source document is not version-specific; see available relationship types by opening the Type field filter in the report builder |
|
Document Versions |
Shows all versions of related documents that point to the context document |
Shows the latest version of each document to which the user has access; special columns can show information about the target document version when the relationship was created and the target document’s latest steady state version of a target document to help identify outdated copies |
|
Visible Metadata |
Shows:
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Shows:
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