This article contains information and suggested workflows for reviewing documents which are related to search results.

Step-by-step guide

Though there is not currently a means of reviewing related documents in the search panel directly, there is a way to review Related Documents from the parent document itself. Here are the general steps:

  1. Execute the search from the Search tab.
  2. Click on the resulting document hit(s) to display the document preview to the right.
  3. Click on the Document Preview on the right to launch the document to full page.
  4. In the upper-right hand corner of the document window, an asterisk icon in green or red will show if there is a related document
  5. Click on that icon to expose related documents.
  6. Click on the desired Related Document to view a preview of it.
  7. To review that Related Document in a new tab, simply click on the Document Preview to launch it.

Recommended Workflows

There are two potential solutions to expose document relationships when searching within Opus 2:

  1. Import all child documents in one PDF file behind the parent document. This would allow users to easily access the related documents with one search.
  2. Add a metadata field for “Related Documents” to collect amd subsequently maintain a list of all related documents.When creating this new field, check "Show in Search Results" so the field is clearly visible to users.