Related Documents Plugin Configuration

Overview

The Related Documents plugin allows you to add and configure a related documents field for specific document types in your Bloomreach Content project. Configuration is managed through the Essentials setup application.

Prerequisites

• A Bloomreach Content project with the Essentials setup application available.
• At least one defined document type.

Configuration Steps

1. Open the Essentials setup application and add the Related Documents feature to your project.
   
2. Rebuild and restart your project to apply the changes.
3. In the setup application, locate Related Documents under Installed features and select Configure.
   
4. Choose the document type where you want to add the related documents field.
5. Select the search folder that the plugin will use to suggest related documents based on metadata.
6. 
7. Specify the number of related document suggestions to display.
   
8. Select Add related documents to complete the configuration.

Verification

After configuration, open a document of the selected type in the CMS. The document editor displays a Related documents field.

You can:

• Click a suggested document to add it as a related document.
• Select Select documents manually to choose related documents directly.