Menus

File Menu


New	Used to create dynamic, static, PDF or inherited documents, as well as external transaction files.
Open	Used to open REQ files as well as transaction XML files. Note: You can open a single requirements file within multiple instances of Requirements Editor. When working with multiple instances, consider the impact of the possibility of overwriting a transaction file with changes from another instance.
Re-open as Writable	This option is available only when the current file is locked for editing. Selecting this option closes the file and reopens it in a writable (editable) state.
Close	Closes the file that currently has focus in the tool. This will close transaction XML or REQ files.
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 application, regardless of their focus status.
Properties	Shows the different properties of the document that currently has focus.
Recent Files	Allows you to quickly open one of the ten most recently opened files.
Exit	Closes the application

Edit Menu


Undo/Redo	Undo/Redo the last change that was made.
Cut/Copy/Paste	Works like standard 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.
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.
Select All	Selects all existing elements within the Field Grid, Package Rules or Notes 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 moves 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: Find feature Finding Rules Across a Collection
Replace	Normal replace functionality. You should avoid using this functionality for the time being.
XPath Location	Allows you to provide an XPath in order to display its location inside the REQ.

View Menu


Expand/Collapse All	Only usable in the Outline Editor tab. This expands or collapses all tree nodes in the tab.
Expand/Collapse All Attributes	Expands or collapses all attribute nodes inside the current document in the Outline Editor.
Messages	Displays or brings focus to the Messages window.
View Windows Commands
Active Conditions	Toggles the display of the selected View item within the View pane. Select a menu command to the left to view detailed information for each.
Build Errors
Cell Contents
Content Errors
Deprecated Items
Notes
Precedence Status
PTR Editor
Validation Errors

The View menu also displays the following commands when viewing the PDF tab for a PDF req file.


Normal Page Width Page Height Full Page	Selects how the PDF is sized within the PDF tab.
Previous Page Next Page First Page Crtl+Home Last Page Ctrl+End	Allows you to navigate between pages of a multi-page PDF.
Messages Ctrl+M	Displays or brings focus to the Messages window.

PDF Menu

The PDF menu appears only when a PDF req file is open within the Document Pane.


Import PDF	Used to import a PDF for use as a document template.
Export PDF	Used to export the document as a PDF template.
Import Field Grid Rules...	Used to import field grid rule data from a spreadsheet. For more information, refer to Import Field Grid Rules.

Static Menu

The Static menu appears only when a Static req file is open within the Document Pane.


Import XTemplate	Used to import XTemplates for static documents.
Export XTemplate	Used to export XTemplates for static documents.
Continuation Page Setup	Used to add continuation pages to static documents.
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 Reused Rules	Verifies any revisions for rules.

Transaction Menu


Create Transaction > From Document Rules	You can create a transaction internally or externally. If opting 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.
Export All Transactions	Allows you to export all embedded transactions simultaneously.
Save Transaction As	Used to save transactions. It is available by selecting Transactions > Save Transaction As or by right-clicking the transaction tab and selecting Save As. For more details, refer to Saving Transactions
Scrub and Save Transaction As	Used to mask data inside a transaction when compared to the original transaction. For more information, refer to Scrub and Save Transactions As.
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.

Test Menu


Build Document	Runs a syntax check on REQs. Any incorrect structure or PTR will show build errors. For more information, refer to 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.
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.
DocViewer	Allows you to view and save a requirements file as rendered through the Working with DocViewer engine.
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.

Reports Menu


Generate Preview	The Generate Preview command allows you to view a requirements files in the format that closely resembles how the eventual published file will appear as a generated PDF and includes a listing of all the data points (DTAs) contained in the file as well as any invalid rules or missing GDD names/Public names. For more information, refer to Previewing a Document.
Generate HTML Outline	The HTML Outline command allows you to view an HTML rendered version of the requirements file as it appears in the Outline Editor. For more information, refer to HTML Outline.
Export Field Grid	Allows you to export the field grid data as an Excel (.xslx) file. For more information, refer to Export Field Grid.
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. For details, refer to Export XPaths
Duplicate PTRs Report	Allows you to view existing duplicates of PTRs in a single spreadsheet. For more information, refer to Duplicate PTRs Report.
Find Forms Using this Rule*	Shows documents that use a given rule. This option is available only for static documents.
To enable this command, you need to have authoring service enabled (using the Web Service Indicator) and pointing to a working environment. If the corresponding database has matching forms, this command is enabled.

Tools Menu


Spell Check	Runs the spell check process on the active tab.
Options	Displays the Options, providing access to various options to tailor the working environment.
Clear Temp Files	Allows you to manually clear outdated local files and temporary data generated by Requirements Editor. This option is available from Tools > Options > Environment > General under the General tab. By default, Requirements Editor now automatically purges local files every 30 days to prevent excessive disk usage. You can adjust the purging period or use the Clear Temp Files button to clear data immediately. This feature helps manage storage, especially for users working with many branches or large databases, and is similar to the functionality in the Data Dictionary Viewer tool.
Refresh Authoring Files	Whenever you run the Refresh Authoring Files command or change the web service, the style sheets, images, etc. are all pulled into the core folder. This helps to ensure all associated files are available.
Refresh Schema Files	Allows you to manually refresh schema files.
Freeze Content References	Prevents content references from being updated.
Unfreeze Content References	Unlocks all content references and allows them to be updated.

Window Menu


Float, Dock, Auto Hide, Hide	Allows you to set how the currently selected document tab is displayed. For more information, refer to Arranging and Docking Windows.
Auto Hide All	Causes all View Windows to be collapsed to the bottom of the application. Selecting a hidden tab expands it for viewing and editing purposes until another hidden tab is selected. This can be undone by selecting Window > Reset Window Layout.
Close All Documents	Closes all documents currently open in Requirements Editor.
Reset Window Layout	Resets all open Authoring Tabs and View Windows to display in the default layout.

Help Menu


Online Help	Opens the online help documentation (this document). For more information, refer to Documentation.
About Requirements Editor	Displays version information, Expere Engine Version, and installed packages. For more information, refer to Version Information.