Adding References to a Document

Any number of reference documents and/or SmartSolve system records can be attached to a Document record in the Reference folder of the document entry. The following reference types are available in the document entry:

• Related – References with a brother-sister relationship
• Master/Sub – References with a parent-child relationship
• Deviation/Deviation Affected – References used in Document Management only
• Fulfilled Document/Fulfilling Document – References used in SmartTrain only
• Dependent - References with a dependency.
• Referred By - References from another document.
• Published -
• Source - Reference to a source document.

 

1. From the Document record, in the document tree on the left side of the record, click the References link.
   Result: The References window is displayed.
2. Click Action > Add.
3. Enter information in the following fields:

Field	Description
Document No.	Zoom to select the document number of the document or record to attach to the Document record. When you zoom, the Document and Record tabs are displayed. See above for a definition of the tabs.
Rev.	Revision information defaults into this field when the Document No. is selected. Zoom to select a different revision.
Relation	Relation information defaults into this field when the Document No. is selected. Click the drop down arrow to select a different relation. See above for a definition of the document relationships.
Fixed Rev	Fixed Rev. information defaults into this field when the Document No. is selected. Check this checkbox if this relationship only applies for this revision of the reference. If this checkbox is checked, then even if a new revision is created, this reference only applies to this revision.

4. Click the Save button.
   Result: The document reference has been added.

See Also

Configuring Work Group Access

Adding Categories to a Document Record

Deleting Categories From a Document Record

Adding Attachments to a Document

Adding Distribution Lists to a Document

Updating Distribution Statuses for a Document

Adding Revision Notes to a Document

Viewing Changes for a Document

Viewing a Document's History

Comparing Different Builds of the Same Document Revision

Adding Roles for Training Requirements to a Document

Reviewing a Document

Adding Attributes to a Document

Deleting Attributes From a Document

Viewing the Bill of Material

Document End User Steps

Document Other Actions