QMS Inputs

Last updated:August 3, 2026

QMS Inputs are documents that are not controlled and are not part of the QMS itself. They serve as source material, the background documents (a supplier specification, reference data, a source file) used when authoring controlled documents. Keeping them in the system means that background travels with the controlled documents it informs and can be linked to them, without being drawn into the controlled review-and-release lifecycle.

The All QMS Inputs list shows each input with its Name, a File Link (Open File), Modified By, and Modified On. New inputs are created with New. To bring in several at once, Upload Documents takes multiple files in a single bulk upload from the list view.

The All QMS Inputs list showing each input with its Name, a File Link labelled Open File, Modified By and Modified On, with New and Upload Documents commands. — Figure 1: All QMS Inputs list

A QMS Input record contains:

Name (required) and an optional Description.
Document Input File
Where the file is held. You can upload a file via the "Drop files…" area, or create one with + New, which offers Word, Excel, PowerPoint, or OneNote. Each file shows its Name and Path.
Input Document For
The controlled documents the input is linked to, shown in two lists: Master Documents (Prefix, QMS Category, Master Document) and Documents (Prefix, QMS Category, Document Version).

The new QMS Input form, with the Name and Description fields, the Document Input File area, and the Input Document For lists for Master Documents and Documents. — Figure 2: New QMS Input form

On a saved record, use + New on Document Input File to create a file in the chosen format.

The + New menu on Document Input File, offering Word, Excel, PowerPoint and OneNote as formats for the new file. — Figure 3: Creating a new document input file

Once a file is added and the input is linked, Input Document For lists the documents that use it.

A saved QMS Input record with a file added, showing the file with its Name, Path and Modified date, and the Input Document For lists of the controlled documents that use it. — Figure 4: Linked documents in a QMS Input record

How to Create a QMS Input

In the left navigation, under QMS Documents, select QMS Inputs, then New.

The QMS Inputs navigation with the New command for creating an input. — Figure 5: Creating a new QMS Input

Enter a Name (and a Description if required).

A QMS Input form with the Name and Description fields completed. — Figure 6: Entering QMS Input details

Add the file in Document Input File, upload one, or use + New to create a Word, Excel, PowerPoint, or OneNote file.
Select Save (or Save & Close).

The New file menu for a QMS Input, offering Word, Excel, PowerPoint, and OneNote file types. — Figure 7: Creating a document input file

Linking a QMS Input to a Document

A QMS Input is linked from the controlled document. On a master document's General tab, the QMS Inputs list holds its linked inputs; its menu offers Add Existing QMS Input.

The QMS Inputs list on a master document's General tab, with its menu open showing the Add Existing QMS Input option. — Figure 8: Adding an existing QMS Input

Selecting it opens the Lookup Records panel, where you search for and select the input to link.

The Lookup Records panel open for QMS Inputs, used to search for and select the input to link. — Figure 9: Selecting a QMS Input to link

The linked input then appears in the QMS Inputs list, with an Open File link.

The QMS Inputs list on a master document with a linked input shown, accompanied by an Open File link. — Figure 10: Linked QMS Input in the QMS Inputs list

How to Link a QMS Input to a Document

Open the master document and locate the QMS Inputs list on the General tab.
Open the list's menu and select Add Existing QMS Input.
In Lookup Records, search for the input, select it, and select Add.
The input appears in the QMS Inputs list; use Open File to open it.

QMS Inputs

How to Create a QMS Input

Linking a QMS Input to a Document

How to Link a QMS Input to a Document

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