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 3 main sections surrounding the document are:

  • Left Sidebar
  • Top Toolbar
  • Right Sidebar

    Docs View Toolbar Highlighted

Left Sidebar

The left sidebar has two tabs the Filter tab, for filtering the document, and a Baseline tab to refer to previous Baseline.

Filter Tab

The Filter Tab allows users to customize the display of the document based on their selected criteria. By utilizing class options and labels, users can easily filter and view the document according to their specific needs. The top section to show all entities, statements, requirements or any other class that is a child of Statement (if the schema was user modified).

The second portion allows users to filter by their desired label. Note, the 'AND' circled is clickable and can be changed to an 'OR' query or remain on 'AND.'


The Baseline Tab on the left sidebar provides users with the ability to easily navigate to both the baselines that have been created and the latest version of the document. This allows users to track changes and compare different baseline versions of the document.

When a baseline is created, the baseline can be found under 'Baselines' on the Baseline Tab of the left sidebar, as pointed out with the red arrow. To navigate to the current version of the document, you'll want to click on the document link in the red box, below Main Document.

Document Minimization, Drag and Drop with the 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.

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

Top Toolbar

Following the image from left to right, the top toolbar allows users to go 'Back' to the previous page visited before navigating to the Document.

The Blue 'New Requirement' allows users to add a new Requirement/Statement. Note the blue arrow dropdown button allows users to select the class desired, or add an existing entity.

The 'Open' option allows users to see their document in another view. Note, if a specific entity is selected, the Open option will open that entity up into the applicable view.

The 'More' options allows users to utilize feautres. These can be reviewed here.

'Reports' allows users to output their document into various formats. For more on the Document's View Reports, these can be found here.

Document and Entity Specifications

The main document area allows users to select a specific entity. When a specific entity is selected in the document, the left sidebar and top tool bar will automatically adjust, allowing modifications to that entity.

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

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

The top toolbar provides options to add a parent Requirement/Statement or child Requirement/Statement (the other options are explained further on this page).

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

Deselect Docs View

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

Document Save

Once changes have been made to  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