Creating New Reference Documents

You create new reference documents when you need to provide supplemental information for a requirement. When you create new reference documents, you take existing external documents and link them to the requirement.

Before you begin:

Know the names and file location of the documents you want to use as reference documents. Then view the list of reference documents. See Listing Reference Documents

  1. From the page Actions menu, select Create New > Document.



  2. Enter these details for the new reference document:

    Name. Type an identifier for the reference document, or check Autoname.

    Type. Use the default, or click to search for and select another available type.

    Policy. Use the default, or select the policy name from drop-down menu.

    Title. The descriptive identifier for the document.

    Description. The description of the document.

  3. Click Next.

    The Upload Files page opens.

  4. Click Browse to locate and select reference document to upload.

    Repeat this procedure for each file you want to upload.

  5. Add any Comments, and then click Done.