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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. 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.

  4. Working with eSignatures
  • 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
    • 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.

      • Adding an Image area (box) to the Static Document
      • SignatureSection Element

      • SignatureDateField Element
      • SignerEmail Element
      • Editing a ContentReferenced Signature Section

      • Editing Signature Height and Width
      • Adding HighlightSignatureIndicator to the Transaction

      • Adding Features to a Signature Area

      • Working with eSignatures
        • Adding an eSignature to a Signature Area
        • Adding an E-signature/E-signature Date to the Static Document
        • Editing PTR Information Within Static Documents
        • Suppressing an eSignature
    • 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.

Working with eSignatures

  • Adding an eSignature to a Signature Area
  • Adding an E-signature/E-signature Date to the Static Document
  • Editing PTR Information Within Static Documents
  • Suppressing an eSignature
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