ALM: User Guide

On a project you may have external documents, for example from the customer or from other sources. To keep and use these documents in the project, you can:

• import them; the application supports import from PDF, MS Word, OpenDocument, HTML, and Excel;
• attach them as files to knowledge base or requirements sections.

When a document is imported, the application splits it according to the heading styles. Each part of the document becomes either a separate knowledge base section or a separate requirement.

Documents can be imported into specific sections with "Create" — "Child" — "Import":

You can import a document that was exported earlier. In document mode, the "Actions" menu has an "Import" item.

The system identifies document sections by heading. Because a document can contain repeated headings, this works best for documents whose headings include artifact identifiers (requirements, test documentation, and so on). The system can then tell exactly which section of the document should receive the imported block of text.

Any file can be attached to a document section with the "files" link, or through the artifact card: the Additional tab, the Attachments field.

Files attached to a document can be exported as part of the document. When exporting, turn on "Export together with attached files".