Link and unlink documents

Linked documents indicate an association or relationship between two or more documents within the same project.

Before you create a link between documents, ensure all required documents are available within the same project.

Note: Links are bi-directional, meaning if you link document A to document B, then the link is also created from document B to document A. The link remains between subsequent versions of the documents, including published versions. However, if document A is published and you revise it, the new version is no longer linked to document B, and document B is still linked to the published version of document A.

Note: The document must be in a Draft state to be able to link it to another document.

Add a link between project documents

Click the chevron () beside the category and folder until you locate the desired folder.
Select a document from the list.

The Document details pane opens.
Open the Linked documents and translations tab.
Under Linked Documents, click Add new Document .
In the Add Documents window, click either Add Upchain Documents or Add Requirement Documents.
Navigate to the folder where the document is located.
Select the document you want to link.
Click Add Documents.
Click OK.

The linked document is listed under Linked Documents.

Remove a link between documents

Click the chevron () beside the category and folder until you locate the desired folder.
Select a document from the list.

The Document details pane opens.
Open the Linked documents and translations tab.
Under Linked Documents, beside the link you want to remove, click > Remove Link.
In the Remove Link confirmation dialog, click Remove to confirm.

The link is removed from both documents.