Links & attachments

Connect items on the thread with typed relationships, copy a reference to an item, and attach files to a record.

Two things turn a pile of records into a connected system: the links between items, and the files attached to them. Both live on the item.

Links are the thread — a requirement verified by a test, an element that realizes a requirement, a risk that threatens a component. They’re deliberate and typed, not inferred.

Before you start Know the item you want to link to and the relationship you intend — what's upstream and what's downstream.

  1. Open the item and go to its Links (relationships) panel, or right-click the item and choose Create Link.
  2. Pick the relationship type — the available types come from how your administrator configured relationships for these item types.
  3. Choose the target item.
  4. Confirm.

Result The link is created in both directions, coverage updates on the affected items and dashboards, and the relationship is now auditable. See Traceability for how links roll up.

When you need to reference an item elsewhere — in a comment, a report, a message — copy its link rather than retyping its identifier.

  1. Right-click the item and choose Copy Link.
  2. Paste where you need it.

Result A reference to the item is on your clipboard, ready to paste.

Add an attachment

Attach supporting files — evidence, source documents, diagrams — directly to the record they belong to.

  1. Open the item and go to its Attachments section.
  2. Drop files onto the panel, or click Upload and choose them.
  3. To retrieve a file later, use Download next to it.

Result The files are attached to the item and travel with it, kept alongside the record they support.

Next

To protect, export, or act on items in bulk, see Locking, exporting & bulk actions.

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