Create a new empty Document

Create a new empty Document when you want to create new content such as specifications, or any type of document that contains Work Items, and you do not already have the content in a Microsoft Word document from which to import it.

When you create a new Document, the Document Editor opens enabling you to write and format the content. The most current saved state of the Document is online at all times. You can share the Document's URL with other Polarion users, and other users who have the necessary permissions to access the project and the Document can collaborate on the content. You can also use the Round-trip for Microsoft Word feature to share the Document with external stakeholders who do not have access to the Document in your Polarion portal.

Either during the authoring process, or when it is complete, you can use tools in the Document Editor to mark portions of the document content as Work Items and link the Document's Work Items for structure and traceability. For more information, see Work Items in Documents.

To create a new Document:

  1. Open the project in which to create the new Document.

  2. In Navigation, click Documents and Pages. The topic's home page opens.

  3. In the toolbar at the top of the page, click Create New and choose LiveDoc Document. The Create LiveDoc Document dialog appears.

  4. In the Create LiveDoc Document dialog, fill in the fields:

    • Title: Specify a human-readable Document title. Characters other than ASCII may be used.

    • Name (ID): Specify an identifier (referred to as ID) unique to the current project and space. Used by the system for indexing and other purposes. Use only ASCII characters in IDs.

    • Type: Choose from a list of available Document types. This field is present only if Document Types are configured for the project.

    • Space: Select the Space or Subspace where the new Document is located once it has been created.

    • Work Item Type: Select the main type of Work Item the new Document should contain. You can add more types after the Document is created. The list control contains the Work Item types defined in your project configuration. You must select one of the listed types — only administrators can create new types.

    • Link Role: Select the default link role that should be applied to hierarchically structured Work Items in the new Document.

      For example, if you split a paragraph marked as a requirement so you have two separate requirements, and you then indent the second paragraph, this option controls what relationship is applied between the indented requirement paragraph and the preceding requirement paragraph. Typically the indented paragraph is a child of the preceding, so the default selection has parent is what you want. Note that this is just the default: you can apply any configured link role later on when editing the Document.

    • If you want the Document's headings to have outline numbers, select the Enable Outline Numbering box and optionally enter a prefix value in the Prefix field.

  5. Click OK to create your new Document. The new Document loads in the Document Editor ready for editing. Before beginning to work on the new Document, you may want to check the configuration that controls how the Document displays Work Items. Click the Work Item type icon in the Document Editor toolbar and choose Configure. For more information, see Multiple Work Item Types.