Managing connections

Virginie Pilić

Updated June 17, 2026 08:43

Web Manuals Team

Use the Connect action button to create a link to a document or note, and to manage them.

Add a connection

Click the Create connection button on the requirement.
Choose Document or Note.
If Document: pick a document from the dropdown (type to filter), then choose a heading.
If Note: type your note in the text box.
Click Add to save the connection.

Add to sub-requirements: Click the dropdown arrow next to Add and choose Add to sub-requirements to apply the same connection to all child requirements at once. This option only appears when sub-requirements exist.

Advanced version (Enhanced Compliance)

Responsible — person responsible for the connection.
Start date — when the connection takes effect.
Frequency — how often you are reminded to review (1–5 years after the start date).
Comment — free-text note that also appears in the checklist.

Edit or remove a connection

Once a connection exists, it appears in the Connections list in the right sidebar.

Click Edit to open the Edit connection card and make changes.
Click Delete to remove the connection.
Click the manual or heading name to open it in a new tab.

Note: Connections pointing to Archived or Outdated documents are flagged with a colored label so you can spot them immediately.

Assign owner card (Enhanced Compliance)

Click the Ownership button on the requirement.
Open the dropdown and choose an owner (type to filter the list).
Click Add to save.

Add task card (Enhanced Compliance)

Click the Tasks button on the requirement.
Fill in the Title and Message.
Choose an Assigned user and a Due date.
Tick Send email notification if you want the assignee to be emailed.
Click Add to create the task.

Note: To add a comment to an existing task, click Edit on the task — this opens a new tab in Compliance Library Tasks where you can add or read comments.

Applicability card

Use the Applicability card to mark whether a requirement applies to your organization, or to simplify working with parent and child requirements.

Collapse sub-requirements

1. Click the Applicability button on the parent requirement.
2. Toggle Collapse Requirements.
3. Click Update to save.

Action buttons are removed from all child requirements, and you manage them at the parent level only. The children remain applicable.

Note: The Collapse option only appears on requirements that have sub-requirements.

Mark as not applicable

1. Click the Applicability button on the requirement.
2. Toggle Mark not applicable on.
3. Optionally, enter a reason in the note area that appears.
4. Click Update to save.

The requirement text turns grey in the Regulation view, and its number is greyed out in the Table of Contents.