Create references to documents

Some elements are set up such that they reference other documents. This allows you to define a central set of documents that can be reused in other documents. The referenced document and the document referencing it can be of different document types.

When working with biological assays you can, for example, describe the substance that is used in your assays in a central Substance document and reference this document in all assays that use this substance.

About this task

You can identify elements that require a reference to another document by the link icon in the data type column. In the following example, the Substance reference element references a document:

Figure 1. Reference to a Substance document
Tip: You can view and manage all document references in a central Document references dialog. On the toolbar of the Content editor, select References…. to display all currently referenced documents. Depending on the configuration of the reference you can perform a set of actions, for example, create a new reference, select a different target document, or highlight the referencing element in the Content editor.

Procedure

To add a reference to a document:
  1. In the Value column of the element for which you want to create a reference, select the entry.
  2. On the toolbar, select if you want to reference an existing document or create a new document.
    • To select an existing document, select . In the Document reference dialog, navigate to the document you want to reference, select it, and then select OK.
    • To create a new document, select . In the Create a new document dialog, select the document type you want to use and click Create. Shift-click the new document to open it, set it up as you require, and save it.
  3. Save the original document.