Menus

File Menu


New	Mainly used for creating dynamic, inherited, or static documents. You can also select and create various types of transactions, as well as REQ Diff Editor files (for merges).
Open	Used to open REQ files as well as transaction XML files.
Close	Closes the file that currently has focus in the tool. This will close transaction XML or REQ files.
Merge Sessions (New, Open, and Close)	These menu options are for the new merge tool functionality (refer to the Merge Tool section for details). Not included in the FOP install.
Save/Save As/Save All	Used to save changes made to the file that has focus in the tool. Save All saves all files that are open in the tool, regardless of if they have focus.
Properties	Shows the different properties of the document that currently has focus.
Page Setup/Print Preview/Print	All of these options relate to printing.
Recent Files	This menu option allows you open files that you had worked with recently.
Exit	Closes the application

Edit Menu


Undo/Redo	Undo/Redo the last change that was made.
Cut/Copy/Paste	Works like normal Cut/Copy/Paste functionality. You can use these three options on elements in the Outline Editor and Transaction tabs.
Delete	Removes the selected element from the file. A message is displayed prompting you to confirm the action. Note: The Delete command is also available for multi-selected elements. A message is displayed prompting you to confirm the action and provides the elements impacted.
Duplicate	Only usable in the Outline Editor tab. This creates a copy of the currently selected element (or elements). The copy is added to the tab.
Move Up/Down	Only usable in the Outline Editor tab. This moves the currently selected element (or elements) up or down in the tree structure of elements.
Decrease/Increase Indent	Only usable in the Outline Editor tab. This will move the currently selected element (or elements) to a shallower or deeper level in the tree structure of the elements.
Find	Normal find functionality. It works in many Requirements Editor windows/tabs. Attention: When the Find feature is called from the Outline Editor tab: the Find functionality does not span across other tabs all Find options are applicable only to the Outline tab See also: Working with the Find feature Finding Rules Across a Collection
Replace	Normal replace functionality. You should avoid using this functionality for the time being.
Incremental Search	Built in Visual Studio functionality. Currently, this does nothing. You can ignore this for now.
XPath Location	Allows you to provide an XPath in order to display its location inside the REQ.
Go To	Built in Visual Studio functionality. Currently, this does nothing. You can ignore this for now.
Navigate To	Built in Visual Studio functionality. Currently, this does nothing. This can be ignored.

View Menu


DocViewer	Allows you to see the document through a DocViewer web interface (a web page). Not included in the FOP install.
Expand/Collapse All	Only usable in the Outline Editor tab. This expands or collapses all tree nodes in the tab.
Show Element IDs	When this option is selected element IDs are displayed in the Outline Editor tab at the end of each element with an associated ID.
Expand/Collapse All Attributes	Expands or collapses all attribute nodes inside the current document in the "Outline Editor."
Source	Displays the open REQ source within your default text editor.
Messages	Built in Visual Studio functionality. Currently, this window/tab shows nothing. You can ignore this for now.
Merge Session	Only applies to merges. Makes the merge session windows appear. Not included in the FOP install.
REQs Diffs	Only applies to merges. Makes the REQ Diffs window appear. Not included in the FOP install.
Content Item Diffs	Only applies to merges. Makes the Content Item Diffs window appear. Not included in the FOP install.
Incoming REQ	Only applies to merges. Makes the Incoming REQ window appear. Not included in the FOP install.
Existing REQ	Only applies to merges. Makes the Existing REQ window appear. Not included in the FOP install.
Shared Content Diffs	Only applies to merges. Makes the Shared Content Diffs window appear. Not included in the FOP install.
Merge Notes	Only applies to merges. Makes the Merge Notes window appear. Not included with the FOP install.
Other Windows	Clicking on each of these options will show their respective window/tab. These options (minus Dynamic Help) are also tabs on the bottom of the Outline Editor tab.
Toolbars	Allows you change which toolbars appear. You can also customize the toolbars and menu options.
Full Screen	Changes the view to a full screen one.

Static Menu

Note: These options appear for static documents only.


Find Rules for this Public Name	Used to find rules for a given public name.
Find Definition for this Public Name	Used to find definitions for a given public name.
Find Rules and Definitions for All Public Names	Performs a combination of the two options above.
Verify Revised Rules	Verifies any revisions for rules.
Import/Export xTemplate	Used to import or export xTemplates for static documents.
Continuation Page Setup	Used to add continuation pages to static documents.

PDF Menu


Import PDF	Used to import a PDF for use as a document template.
Export PDF	Used to export the document as a PDF template.

Merge Menu

Note: These options appear for internal installations or Requirements Editor 3.


Generate Results & Update Content References	Performs the function of the next two options.
Generate Results Only	Creates all the folders and files containing the merge results.
Update Content References	Updates the content references present in the merge session.
Expere Content Build ERL Format	Builds the repository content in the ERL format.
Generate Impact Analysis Report	Creates a web page detailing the differences between the repositories.

Transaction Menu


Create Transaction from Document Rules	You can opt to create a transaction internally or externally. If you opt for an external transaction, you create a transaction xml file and then build it within Requirements Editor. The external transaction is not linked to the REQ. Rather it’s treated as another tab for just working on that xml.
Create Transaction from Package Rules	Similar to Create Transaction from Document Rules, but uses Package Rules as a source.
Import Transaction	Used to import transaction XML.
Save Transaction As	Used to save transactions.
Export All Transactions	Allows you to export all embedded transactions simultaneously.
Change Transaction Name	Used to change the name of transactions.
Validate Transaction	Used to validate whether the transaction XML is correctly constructed. During this process, a list of deprecated items is displayed as a list of XPaths. For more information, refer to Validating Transactions.
Remove All Transactions	Permanently removes all transactions from the document.

Assembly Menu


Build	Runs a syntax check on REQs. Any incorrect structure or PTR will show build errors. For more information, refer to Assembling (Building) a Document.
Execute Document	Creates and displays a PDF version of the document, based on the transaction XML you provide. For more information, refer to Executing a Document.
Test Document	Allows you to test the current document by select multiple transactions and generating a PDF for each one. For more information, refer to Testing a Document.
Execute Package Rules	Creates and displays a PDF which outlines each package rule and if the document was auto-selected or suggested for each of them. For more information, refer to Executing a Document.

Tools Menu


Find Forms Using this Rule	Shows documents that use a given rule. This option only appears for static documents.
Export Field Grid	Used to export the field grid contents as an Excel document.
Export XPaths...	Creates a text file that includes a list of all XPaths within the current document, including XPaths located in the Package Rules tab.
Spell Check	Performs a spell check. Currently, this has limited use.
Freeze Content References	Prevents content references from being updated.
Unfreeze Content References	Allows content references to be updated.
Customize	Lets you customize your menu options and toolbars. You shouldn’t need to use this.
Options	Displays an options window where various settings for Requirements Editor reside.

Rendition Menu

Note: These options are not included in the FOP version of Requirements Editor.


Create Renditions	Used to create different file format versions of the REQ file.
Edit Instances	Used for EPM documents. Allows you to edit the different instances for a document.

Window Menu

All of the menu options are used to select and position the windows and tabs.

Help Menu


Requirements Editor Help	Opens the online help web page.
About Requirements Editor	Displays version information, Expere Engine Version, and installed packages.