References
A reference is a link from one document to another QMS document. A document may reference many others.
In Word, the Insert References tab lists the QMS documents (with their type), each with an Insert Reference action.
Selecting Insert Reference inserts the reference at the cursor, applying the correct prefix and name automatically (shown as a REF:: tag).
The References tab lists the references already in the document, each with the number of occurrences and a Delete action, alongside a Refresh list option.
Rather than compiling the list of references at the end of a document by hand, you can insert one automatically: the system inserts a complete, generated list of every reference in the document, which supports compliance.
The web References view supports reference integrity. It lists Referenced Documents and Referencing Documents with their Status and whether each reference is a Match or Does not match.
Mismatches can be selected and fixed with Correct selected References, except on approved or effective documents, which cannot be changed.
How to Insert a Reference
In Word, open the Content Manager panel and select the Insert References tab.
Find the document to reference and select Insert Reference; the prefix and name are applied automatically.
Manage existing references on the References tab, removing any that are no longer required with Delete.
How to Generate The Reference List
Position the cursor where the list should appear (typically the end of the document).
On the References tab, select Insert reference.
The system inserts a complete, automatically generated list of every reference in the document.
