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Define the Specification Structure

Defining the structure for your specification document is a key area of managing your records effectively.

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Start by creating a hierarchical table of contents, and then add records to the appropriate sections. You can then use custom fields to further manage the ownership and definition of your records.

Time spent here early on will save you time in the future by making your records easy to find, edit, organize and report on.

These sections are available to you when you create a new specification.

 Section  Description
Table of Contents

Tree structure of sections

Each section has a name and a description

If you delete a section the underlying data will be moved to the parent
 

Custom Fields

User-defined fields containing context important data.

Fields are shown for all data, and can either be a list or a text field

Fields are dynamically added to search filters

Attachment and Note Categories  Organize uploads and notes

 

Click on the section header to learn more.

Next steps

Now that you have defined the specification structure, you can:

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