The list of documents displayed in the document preview sidebar may be configured to include documents are directly associated to the selected record; or optionally, expanded to include additional related documents that are associated to child entities of the selected record. When the system is configured to display the additional related documents, the list of documents in the sidebar will correspond with what is shown in the tree view on the Documents tab of a record. The extent of the list of documents displayed in the sidebar is dependent on the value specified for the RELTDOCS install parameter. When this install parameter is set to OFF, only documents directly associated to the selected record are shown; but when set to ON, the list shows the additional related documents, grouped and labeled according to child entity of the selected record to which they are associated.