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Why is the Supported Document with Supporting Document Report Returning Duplicate Supporting Documents in Vault?

  • Updated

Question:

Why is the Supported Document with Supporting Document Report returning duplicate Supporting Documents in Vault?

Answer:

  • This occurs when document relationship type Carry Forward Source Relationship is enabled.
    • In this scenario, when a supporting document is added, a relationship record is created.
    • When the Supported Document's version is updated. A new relationship record is created.
      • This record is identical to the original record, except the version of the Supported Document is set to the current version.
    • Document relationship reports are driven by relationship records, so if there are multiple relationship records between the same two documents, there will be "duplicate" rows in the report results.

Note: Adding a filter that looks for the most recent version within the context of document relationships may help you accomplish the desired results.

 

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