Documents View Toolbar Features

Auto Number a Document	How to Auto Number a document.
Baseline a Document	Baseline a document to establish a reference point.
Save a Document Template	Save your document's template to reference in a new document.
Run A Quality Check	Run our AI Quality Checker on your Requirements.
Acronym Extraction for Reference	Extract Acronyms in a document for team reference.
Find & Replace	Find and Replace text for easy editing.

Toolbar

In this article, we will delve into the different functionalities specifically offered under the 'More' option on the toolbar in Document View.

Auto Number

Auto numbering in Innoslate allows for the application of sequential numbers to entities within a Document, based on their hierarchical structure. This feature can be accessed by clicking on the 'More' dropdown in Document View. Once selected, a pop-up window will appear, allowing users to specify the starting number (defaults to 1 if left blank) and add a prefix, or choose to only add a prefix to the existing numbering scheme of the document.

Note this will only add to the number field of an entity. To find and replace within the number field, use the Find and Replace feature.

Users may also use the Auto Number feature for just a certain section of the document by clicking on a parent entity within the document and clicking on 'More' then 'Auto Number.' Doing so will bring up the following window so users may selecto to re-number and/or add a prefix for that particular section of the document:

Users may also use the filter on the left sidebar to auto number those shown entities.

Baseline a Document

Creating a baseline for a document captures a snapshot of the document's entities, relationships, and attributes. To create a baseline, select the 'Baseline' option under the 'More' button on the top toolbar. Please note, only users who have the role of 'Owner' in the project are able to create a baseline for a document.

A pop up will appear to name the baseline. The pop up will also include a field to "Add Signature" in two ways: 1) Draw Signature 2) Generate Signature

The entities in the document will be marked with blue baseline indicators to indicate that the document has been baselined.

Review an Existing Document Baseline

To review an existing document baseline, refer to the Baselines Tab on the left sidebar as circled in the image below.

In the Baselines section, users will find a list of their baselines along with their creation date and time, as indicated by the red arrow. By clicking on a baseline, users will be able to view all statement and requirement entities, including their relationships and attributes, for that version of the document. Once a baseline is chosen, the feature will also display the e-signature, Signed by user profile and username, date, and time of the signature.

Note: It's important to note that all baselines are displayed as read-only and cannot be edited. To resume editing a document, simply switch back to the current version by clicking on the top document link under Main Document, indicated by the red square in the image.

Document Template

Innoslate's 'Template' feature allows users to save a document format for easy recall when creating new documents. This functionality empowers users to uphold uniformity across various documents, eliminating the need to recreate redundant information.

To get started, select 'Template' in the 'More' dropdown of Document View.

The Template pop up will appear to name the template and include any images or files that were included in the corresponding template.

A confirmation will pop up to advise the template has been saved. Innoslate users will then be given the option to go to the Documents Dashboard to create a new document or can close out the pop up to continue working in the current document.

The new template will be available for that document type upon creating a new document under the 'Custom Template' option.

Delete a Custom Template

When you create a template, there is an Artifact entity created with the template name, like shown below.

Delete that artifact entity and it will remove the custom template from the dropdown during document creation.

Quality Check

Run our Quality Check AI Rules on your Document's Requirement entities instantly when you select the ‘Quality Check’ option located in the More button on the toolbar of the document.

Please take note of the Checker's Rules for version 4.9 (and earlier) here.

Acronym Extractor

With the Acronym Extractor feature in Innoslate, users can easily extract all acronyms from a document and organize them into a separate document alongside their full names.

Select the ‘Acronym Extractor’ option located in the More button on the toolbar of the document.

For further information on the Acronym Extractor feature, please refer to it here.

Find and Replace

The 'Find and Replace' feature allows Innoslate users to find and replace certain words or phrases within the document.

Find and Replace Docs View

After selecting 'Find and Replace' under the 'More' button, a pop-up window will appear, allowing users to choose which entity attributes to use for finding the words or phrases. This dropdown will allow users to select any combination of the 'Name.' 'Number' or 'Description' fields. Provide the text to search for using the 'Find' field, then provide the new text with the 'Replace' field. Make the search case-sensitive by turning the 'Match Case' toggle on. Click 'Next' for the results.

inputted find and replace step 1 docs view

In the 'Results' tab, a list of entities with instances of the word searched for will be displayed.

From here, select which entities should be replaced. Use 'Check All' to select or unselect all the instances. Or users may select individual entities to update with the blue check marks to the left of the found entity.

Note, the initial 50 results will be automatically shown. If there are more than 50 results, simply click on the 'Load More' button (located at the bottom, in dark gray) to view additional entities.

To replace only the entities that have been loaded in the pop-up, choose the 'Only Save Visible' toggle. If this option is disabled, it will replace all entities, regardless of whether they are in the popup or not.

If there are entities in the document that cannot be edited, select the 'Show Editable Only' toggle so that only entities that can accept the replace will display.

Click 'Apply' once complete and the replacement will execute.

To continue learning about Document View, Click Here.

(Next Article: Document View Settings & Search)