Add and manage requirements documents

The process for adding and managing documents is the same for both requirements and requirement tasks.

Attach a local document to a requirement or task

1. From the list of requirements, select the requirement (or task) to which you want to add a document.

   Its details view opens.

2. Open the Documents () tab.

3. Click Add and select Local document.

4. Locate and select the document you want to add.

5. Click Open.

The document is added to the requirement. You may download it, check it out, and remove it from the requirement.

Attach an Upchain document to a requirement or task

1. From the list of requirements, select the requirement (or task) to which you want to add a document.

   Its details view opens.

2. Open the Documents () tab.

3. Click Add and select Upchain documents.

4. Select each document from the Documents section of the project you want to add.

5. Click Add.

The document is added to the requirement.

Download an attached document

1. From the list of requirements, select the requirement (or task) from which you want to download a document.

   Its details view opens.

2. Open the Documents () tab.

3. Beside the document you want to download, select More actions () > Download.

The document is downloaded to your computer.

Edit an attached document

1. From the list of requirements, select the requirement (or task) for which you want to edit an attached document.

   Its details view opens.

2. Open the Documents () tab.

3. Beside the document you want to edit, select More actions () > Check out.

   The document is downloaded to your computer where you may edit the document. A lock is placed on the document so that no one else may edit the document.

   Important: Be sure to save the document to your computer with the file name as it is saved in Upchain.

4. When you are finished editing the document, select More actions () > Check in.

5. Locate the document you edited and click Open.

   The document is uploaded with the changes that you've made. The document version is incremented by one.

   Note: You may select Cancel check out to remove the lock from the document. This does not remove the document from where you downloaded it to.

Remove an attached document

1. From the list of requirements, select the requirement(or task) from which you want to remove an attached document.

   Its details view opens.

2. Open the Documents () tab.

3. Beside the document you want to edit, select More actions () > Remove.

4. In the dialog that opens, click OK to confirm that you want to remove the document.

The document is removed from the requirement.