Skip to main content

Jama Connect Help

Document View

Document View provides a streamlined authoring and editing experience. Like other authoring tools, you can create, edit, and read items all in one view — no need to switch views for each function.

Use the edit feature to quickly edit items without changing views or having to manually track your place in the document.

Document View includes tools for authoring and editing items, each of which is numbered and described in the text below the image.

With Document View, you can:

  1. Leverage all the functionality and toolbar actions of Reading View: filter items, configure items, Reuse, Batch Transition, Send for Review, Edit, and more.

  2. Add or insert content from a single screen.

  3. Select an item to open quick edit mode, with the option to expand to full edit mode.

    The edit mode for an item includes fields and options to author or edit item details, including formatting options.
  4. Select the item action menu (horizontal ellipsis icon) to expand the Widgets drop-down menu, then select Relationships to open the Relationships panel.

    In Document View, the horizontal ellipses is highlighted; selecting it opens the action menu.

    From here, you can:

    • View existing relationships

    • Add, update, and remove relationships

    • Clear suspect links

    • Filter relationship settings

    The Relationships panel displays information about upstream and downstream items, and includes tools to add or update relationships and their settings.
  5. Insert new items without losing your place in the document.

    Menu of actions for inline insert.
  6. Add comments and lock items. Select an item's speech bubble icon to open the Comments panel, so you can view comments and items at the same time. From the Comments panel, you can:

    • Read and reply to existing comments

    • Add, like, mute, and filter comments

    • @mention a person or group

    The Comments panel includes fields and options for adding a comment and locking items.