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Press F7 to open the Domain Explorer and then expand the hierarchy to the loop level in the Loops folder.
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In the loops tree view, select and right-click one or more loops and select Actions > Loop Drawing List.
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On the Loop Drawing List dialog, select References.
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On the Document References dialog, do one of the following:
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Select a row in the data window and select Properties to update the existing document reference name and description of a manually inserted reference.
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Select New to define properties of a new document reference.
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You can view document references to reports generated in the Wiring module only if you have selected the Display references to wiring reports automatically check box in the Loop Drawings > General page of the Preferences dialog. You cannot edit properties of these document references.
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The time of reference creation determines the order of the references in the title block. In the title block, the software displays the references in descending order, according to the time of creation. This means that the reference you create first appears in the title block at the top of the reference list.
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If an instrument in the selected loop has a reference in a P&ID drawing, this reference automatically appears on the Document References dialog. It is possible, you can edit a P&ID drawing reference in the Instrument Index module.