Select Entity

Select Entity

  1. Select the Relationship Type
  2. Enter a Search Phrase OR click the Advanced Plus "+" sign to refine you search options
  3. After you input your Search Criteria select Search
  4. In your Search Results, select the Entity or Document you want to add
  5. Click Select

You will be brought back to the  Manage Relationship screen. Your Entity or Document will show up under its respective list.

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