First Entity Selection

1. Start by selecting the first drop-down. This is always the Entity Type
2. Name the Relationship
3. Inherit Custom Fields For Search:
   • If a User searches using an Entity Type, but that particular Custom Field is only associated with a particular Document Type, the results will return the Entity.

   

Second Entity/Document Selection

1. Select the Document you want the relationship with
2. Give it a Bi-Directional name
3. There is an Option to apply Inherit Custom Fields For Search
4. Click Add