Reference Documents

Columns

Column Name

Description

Name

The name of the reference document object.

Expand the reference document to see the associated documents and their hierarchical relationships:

The icon indicates that the document is a child of the document listed above it.
The icon indicates that the document is the parent of the document listed above it. Other children of this parent document are not listed beneath it.

Title

The title of the reference document.

Type

The object type.

State

Lifecycle current state of the reference document.

Category

Displays if contextual categories are enabled for reference documents.

The category for the reference document.

Note: Click Group By

or Filter

to group or filter reference documents based on their category.

Rev

Revision number of the reference document.

in this column indicates that a higher revision of this reference document exists.

Number of files locked/number of files checked into this quality system document. For example, 2/4 indicates 2 files of the 4 files checked into this object are locked. Pause over the number to view the name of the user who has locked the file. Click to view the list of files.

Actions

The actions you can perform on the listed reference documents.


Icon	Name	Action
	Subscribe	View and select subscriptions for a document. See Collaboration and Approvals User's Guide: Subscription Management.
	Download	Download the file to your local computer without locking it on the server. Navigate to the folder or directory you want to contain the file. Multiple files are downloaded in a single zip file.
	Check Out and Lock	Check out the file to your local computer and lock it from other users. Navigate to the folder or directory you want to contain the file.
	Update Files	Check in and unlock the file. See Collaboration and Approvals User's Guide: Uploading Files.
	Check In	Check in and upload a new file. See Collaboration and Approvals User's Guide: Uploading Files.
	Lock	Lock the file without checking it out.
	Unlock	Unlock the file without checking in a new version.
	View	View the document in an app that supports the file type.

Owner

Person responsible for the reference document. Click to view the properties for that person.

Change Information

Change order and change actions that controls the release of this reference document. Click to open the item.

Pause over the name to view the description for the change order.

Responsible Organization

The organization responsible for the reference document.

Modified

The date of the most recent modification to the reference document.

Description

Description entered for the reference document.

Actions/Toolbar Commands


Action	Description	For More Information
Create New	Creates a new reference document. Note: You can create a reference document and add it to a controlled document that is in the In Draft and In Work state.	Creating a Quality System Document
Add Existing	Allows you to search for and select a reference document. Note: You can add existing reference documents to a controlled document that is in the In Draft or In Work state. If `enoDocumentControl.ReferenceDocuments.Validation=true`, then a warning displays if the reference document is at a state below the validated state. You can cancel the operation or continue and attach all the reference documents, even those that are not in the correct validation state.	About Searches
Remove	Removes the selected reference document. Click OK to confirm. Note: You can remove reference documents from a controlled document that is in the In Draft and In Work state.	-
Enable Edit Displays if the contextual categories for reference documents is enabled.	Edits the reference document category. Note: Your Business Administrator can configure contextual categories for reference documents.	-