Adding Existing Records to OneView Document using Quick Explorer

Overview

In this article, you will learn how to use Quick Explorer to add existing records to OneView Document. The topics covered include:

• How to search a record by ID and add it to OneView Section
• How to add multiple records to OneView Section

Benefits of Quick Explorer

You can use Quick Explorer for the following:

• Browsing the repository.
• Opening or referring to a record while working in TopTeam.
• Copying records.
• Creating traceability links quickly using the drag-and-drop method in any interface, such as OneView Document, Tree/List Editor, and Repository Explorer.
• Embedding records in a rich text field using drag-and-drop or copy-paste method.

Searching Records by ID and Adding to OneView Section

Step 1. Open Quick Explorer

Step 2. Type the ID of the record you are looking for in the search box

Step 3. The search results display the desired record

Step 4. Right-click the record and copy it

Step 5. Right-click your OneView Section and paste the record

Step 6. The record has been added to the section

Adding Multiple Records to OneView Section

Related Articles

Using Quick Explorer

Revised: August 29^th, 2019