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Requirements Editor 4 User Guide
  • Introduction
  • First Steps
  • Requirements Editor Interface
  • General Authoring
  • Working with...
  • Troubleshooting
  1. Home
  2. General Authoring

    Help with common features for everyday Requirements authoring

  3. Reports
  • General Authoring

    Help with common features for everyday Requirements authoring

    • Assembling Documents
    • Creating Requirements Files (REQ Files)

      Creating the various types of REQ files

    • Document List

    • Document Properties

      How to set and view specific properties associated with the current document.

    • Elements and Attributes
    • Fillable Field or Fillable Checkbox
    • Field Grid
    • Find feature

      How to search for specific criteria, with options that change based on the context of their focus and selection.

    • Images

      How to work with images using a variety of methods.

    • Instance Properties

      The proper usage of Instance Properties inside discrete and static documents.

    • Measurement Values
    • Output Formats

      Output formats ensure consistency and compliance with regulations in presenting certain values in the system.

    • Refreshing Schema Files

      When schemas are updated and how to update them manually.

    • Reports
      • Previewing a Document
      • HTML Outline

        The Generate HTML Outline command displays the requirements file in an HTML format, including metadata, document information, body sections, package rules, instances, and field grid. It is useful for testing requirements files and opens in the default web browser as a single HTML page.

      • Export Field Grid
      • Import Field Grid Rules
      • Export XPaths
      • Duplicate PTRs Report
      • Find Forms Using this Rule
    • Role Attribute

      Values for the Role attribute honored by Expere stylesheets.

    • Selecting Multiple Items
    • Signature Areas

      The Requirements Editor provides elements to include signature lines within a document. Two types of signatures can be added - Signature element for within the body of the document and SignatureSection element for the entire document or agreement.

    • Spell Check

      How to check the spelling of all text in any open document.

    • Tables

      How to create and work with table structures in the Outline Editor tab

    • Tagline Print Date
    • Text Formatting Tags within DataPoints
    • TILA/RESPA Rounding

      The elements and attributes created to support the TILA/RESPA rounding method.

Reports

A variety of reports are available through the Reports menu.
  • Generate Preview
  • Generate HTML Outline
  • Export Field Grid
  • Import Field Grid Rules
  • Export XPaths
  • Duplicate PTRs Report
  • Find Forms Using this Rule
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