Document relationships create a connection between two documents. Unlike document link annotations, relationships do not have a specific location in either the source document or the targeted document.

Relationships may or may not be specific to a single version of the source or target document.

Relationship Types available in Veeva RIM Basics

  • Based on: Points to the document and version when the Make a Copy action was used

  • Linked Documents: Allows you to relate to a specific version of a specific document

  • Originates From: Points to a document, but will reflect the latest version

  • Redaction: Points to the document and version when the relationship was created

  • Source References: Points to the document and version when the relationship was created

  • Supporting Documents: Points to the latest version of a specific document

  • Translation: Points to the document and version when the relationship was created

To add a document relationship:

  1. Navigate to Submission Mgmt > Library and open the document you want to add relationships to.

    screenshot step 1

  2. Click the Relationships icon.

    screenshot step 2

  3. Hover your mouse of the type of relationship you want to add and click the add icon.

    screenshot step 3

  4. Select one or more documents and click Close.

    screenshot step 4

To remove a document relationship:

  1. Hover over the document you want to un-associate and click the delete icon.

    screenshot step 1