Modifying a Referenced Document

You can modify Document references that have been created.

Modifying a referenced document outside of the requirements manager may affect links. For this reason, it is recommended that you place all documents related to the project in a secure directory.

To modify a referenced document:

  1. Double-click on the document to modify.

    Word opens in the right window, and the menus and toolbars change to Word menus and toolbars. The requirements manager toolbar is displayed in the status bar making both applications’ commands available. If the document is another file type, the associated application starts in a separate window.

  2. Make changes to the document as needed
  3. To save Word or Excel documents, select File > Save from the menu.

    Save files of other types within their associated applications

  4. To close Word or Excel documents, select File > Close from the menu.

    Close other applications normally.

  5. To save your changes to the requirement, select Requirement > Save Changes from the menu.
  6. To delete changes, select Requirement > Cancel Changes from the menu.
  7. If the Comment dialog box is displayed, enter a comment about the change and click OK.