Documents View
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      Documents View Toolbar Features

      Leverage the capabilities of Innoslate's Document View features to enhance requirements management and analysis.

      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

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

      Auto Number

      Auto Number Docs View

      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.

      Auto Number Pop Up Docs View

      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:

      auto number window documents view

      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.

      Baseline Docs View

      A pop up will appear to name the baseline.

       

      Baseline window docs view

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

      Baseline Indicator-1

      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.

      Baseline tab Docs View

      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. 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.

      Template feature Docs View

      The Template pop up will appear to name the template and include any images or files that were included in the corresponding template.
      Template pop up docs viewA 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.
      Template confirmation docs view
      The new template will be available for that document type upon creating a new document under the 'Custom Template' option.
      custom template option docs dash

      Delete a Custom Template

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

      how to remove custom template

      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.
      Acronym Extractor Docs View

      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.
      Find and replace results docs view
      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.
      Find and Replace visibility docs view
       
      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)