Documents View Navigation

Mastering Navigation in Innoslate's Documents View

Document Content

Upon opening a document, the view displays the content associated with the document. The document's content is located in the central section of the view, as indicated below.

Docs View Doc Highlighted

The areas surrounding the document provides various options to interact with the document and utilize Innoslate’s features for the document.

  •  The first tab on the left sidebar is for filtering the document based on class and/or labels.
  • The second tab on the left sidebar is to navigate through the document's baselines.

    Docs View Toolbar Highlighted

The top toolbar provides options to enhance the document such as adding entities to the document and view it as a diagram type using the 'Open' Dropdown.

The 'More' dropdown offers additional features such as automatic numbering and quality checking of your requirements with Innoslate’s Quality Check.

The 'Reports' button allows you to export your document in various formats.

Moreover, the 'Settings' Dropdown (wrench) enables you to customize the columns you're viewing, switch to Paper Mode, and more.

Document Minimization and Right Sidebar

The right sidebar provides the ability to visualize the hierarchy of the document and rearrange entities by dragging and dropping them. Users can also expand or collapse the children of parent entities to make navigation within the document, or on the right sidebar, more convenient.

In the image below, the expand/collapse buttons are circled and the drag and drop feature is indicated on the right sidebar with a red arrow.

D&D and collapse expand docs view

Entity Specifications

Once a specific entity is selected in the central view, the left sidebar will automatically adjust, allowing modifications to that entity.

Selected REquirement Example Docs View

There are four tabs available on the left sidebar to allow modifications to the entity in this view. These tabs include the Metadata tab, Attributes tab, Relationships tab, and Comments tab.

Tabs Highlighted Req Selected Docs View

Note, hovering over the top of the tabs will reveal a small arrow, enabling the ability to rearrange the tabs between the left and right sidebars.

Moving a Tab Docs View

To click out of a requirement, click on the 'Deselect' button on the top toolbar.

Deselect Docs View

Or move on to the next entity within the document to modify it.

Document Save

Once changes have been made to all the entities in the document, simply click on the 'Save' button, or 'Cancel' if needed, to save the modifications.

Note, the 'Save' or 'Cancel' buttons will only appear if changes have been made and have pressed 'Deselect.'

Save CAncel Docs View

For further information on Documents View's features, please visit this here.