Editing a Document 

Use

You can create and edit documents from different places in the Q&Adb (for example, Project documentation, issues-related documents, functional and technical specifications). From the Documents substructure, you can also open most of the documents you create outside of the substructure.

Procedure

To edit a document in the Documents substructure:

  1. Select a category in the Documents substructure.
  2. Open one of the views on the upper right screen area.
  3. On the Documents tab on the lower right screen area, double-click a field in the same row as the document you would like to edit.

Do not double-click the Reference field if you want to open a document directly. This tells you the structure item in the Q&Adb to which the selected document is assigned. When you double-click this field, you go directly to the relevant structure item (for example, process or issue). You can then open the document from there.
  1. Edit and save the document.

To search for a document, select the Find tab. You can search for subject areas and titles.