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Requirements and Content Editor
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Introduction
Documentation and Online Help
Accessibility in Tagged PDF Implementation Guide
Technical Support
System Requirements
Installing Requirements Editor
Setup and Configuration Features
Configuring for Expere Content Repositories
Configuring for E-Forms Rendition Integration
Configuring for DocViewer Integration
Working with Stylesheets (StyleGuides)
About StyleGuides
Updating Style Sheets
Stylesheet Options and Override Details
Working with Schema Files
Managing Fonts
Getting Around the Requirements Editor
About the Interface
Menus
Customization Options
Error Log and the Application Data Folder
Authoring Perspectives
Outline Editor
Form View (Static Documents)
Field Grid
Package Rules
Notes
PDF Outline
Preview
Instance Rules Tab
Instance Display Rules (Static Documents)
Arranging and Docking Windows
Floating Windows
Docking Windows
Hiding/Minimizing Windows
Resetting Window Layouts
View Windows
Attributes
Cell Contents
Dynamic Help
Active Conditions
PTR Editor
Precedence Status
Build Errors
Content Errors
Messages
Creating Requirements Files (REQ Files)
Authoring Dynamic REQ Files
Create a New Dynamic Requirements File
Authoring Static REQ Files
Create a New Static Requirement File
Authoring Inherited REQ Files
Create a New Inherited Requirement File
Authoring EPX Files
Creating a Requirements File from an Existing File (Save As)
Create a New Requirements File From an Existing File
Understanding Key Concepts
About Business Logic
About Precedence
About Instancing
Instance Formatting Metadata
Duplicate an Instance
About References
About Content References
Document References
About Internal References (XREF)
Product Technical Rule (PTR) Reference
Assembling Documents
About Document Assembly
Assembling (Building) a Document
Executing a Document
Executing Document Package Rules
Working with Transactions
About Transactions and Transaction Data
Authoring Transaction Data
Creating Schema-based Transactions
Creating Transactions Associated with a Document
Creating Document Rule-based Transactions
Creating Package Rule-based Transactions
Importing Transactions
Saving Transactions
Renaming Transactions
Validating Transactions
Working with the DocViewer
Working with the Rendition Plug-In
Using Overrides
Creating and Editing Instances
Creating a Rendition
Using the Rendition Toolbar
Using Text Boxes (Boxing)
Working with the Document Editor
Using the Document Editor
Working with Dynamic Requirements Documents
About Dynamic Document Structure
Iterators
Tagline
Metadata
Prolog
Body (Section)
Section
Viewing Dynamic Document Source XML
Working with Elements/Attributes
Moving items using Drag/Drop
Cut/Copy/Paste
Undo and Redo
Child Elements
Attributes
Inserting Elements Before/After
Using Rules
Viewing Rules
Notes
Defined Terms
Emphasis
Data
Data Attributes - Appearance
Profiles
Paragraphs
Formal Paragraphs
Emphasis Elements and Tags
Emphasis Menu Options
Using Emphasis Elements
Deleting Emphasis Elements
About Defined Term, Document Reference, and Superscript Tags
Defined Term Tags
Document Reference Tags
Superscript Tags
Using Defined Term, Document Reference, and Superscript Tags
Using Xref and Xref Target Tags
Implementing Barcodes as an Ancillary Output Option
Modifying Space Between Columns
Working with Static Requirements Documents
Exporting an XTemplate
Export an XTemplate
Importing an XTemplate
Import an XTemplate
Adding Continuation Pages to Static Documents
Working with Merge Sessions
Merge Session Windows
New Merge Session
Merge Session Window
Content Item Diffs Window
Shared Content Diffs Window
REQ Diffs Window
REQ Diff Editor
Merge Notes Window
Merge Window Filters
Merge Toolbars
Context Menu Items
REQ Diff Editor
Outline Editor Tab
Field Grid Tab
Package Rules Tab
Notes Tab
Preview Tab
PDF Outline Tab
Instance Rules Tab
Instance Display Rules Tab
Working with Merge Session Documents
Compare with Common Base
Compare with Incoming
Three Way Merge
Accepting and Rejecting Changes
Merge Menu
General Authoring
Working with Tables
Create a Table
Table Elements and Attributes
Customizing the Header, Rows, and Borders within a Table
Changing Border Colors in a Table
Defining the Number of Rows (SortByWrapper Element)
Defining the Minimum Number of Rows
Summing Values within a Table
Summing tables
Removing Padding between Table Headings
Signature Areas
Adding an eSignature to a Signature Area
To Update the Engine Properties to Support eSignatures
To Add the eSig Fields to a Signature Are
Viewing the eSignatures in the rendered PDF
Adding a Signature area (box) to the Static Document
Obtaining an xTemplate Image from an existing REQ
Modifying the xTemplate in I32 Design 6
Importing the updated xTemplate into Requirements Editor
Modifing the PTR for the Signature Areas
Adding an Image area (box) to the Static Document
Obtaining an xTemplate Image from an Existing REQ
Modifying the xTemplate in I32 Design 6
Importing the updated xTemplate into Requirements Editor
Modifying the PTR for the Image Area(s)
Obtaining Signature Point Set (x/y Coordinates for Signatures)
To Obtain a Signature Point Set through the Requirements Editor Tool
SignatureSection Element
Editing a ContentReferenced Signature Section
Editing Signature Height and Width
Add the HighlightSignatureIndicator to the Transaction
Adding Features to a Signature Area
To add the color to the Signature
Add a Condition to Check for Highlighting in the Transaction
Adding Fill (Highlighting)
Adding a Border (Box)
Adding an X Marker
Inserting a Signature Image
Working with eSignatures
Editing PTR Information Within Static Documents
SignerEmail Element
Working with Images
Adding an InlineGraphic
Adding an ExternalGraphic
Adding an Image Reference to Transaction Data
Preparing an Image for use in Transaction Data
Adding an Image to Transaction Data
Finding Rules Across a Collection
Exporting Field Grid Information
Output Formats
Output Format Reference
Using the Field Grid to Navigate to a Data Point Location
Defining Measurement Values
Using Text Formatting Tags within DataPoints
Using Spell Check within Dynamic Documents
Author Fillable Field or Fillable Checkbox
Authoring for TILA/RESPA Rounding
The Role Attribute As Used in Expere
Turning On/Off HTML Creation of Outlines
Refreshing Schemas
Removing the Tagline Print Date
Appendix
Icons
[1]
[2]
[3]
[4]
[5]
[6]
[7]
barcode
[1]
Business Logic
[1]
[2]
Close Merge Session
[1]
Content References
[1]
content repositories
[1]
copy instance
[1]
disbursement lines
[1]
Document Editor
[1]
[2]
DocViewer
[1]
[2]
duplicate instance
[1]
Dynamic
[1]
[2]
Dynamic Documents
[1]
E-Forms
[1]
[2]
eforms
[1]
field size override
[1]
fonts
[1]
Formatting
[1]
inherited
[1]
instancing
[1]
[2]
iterator
[1]
Measurements
[1]
Merge
[1]
Merge Session
[1]
New Merge Session
[1]
[2]
Open Merge Session
[1]
output format
[1]
overrides
[1]
Prededence
[1]
PTR
[1]
RAW
[1]
References
[1]
[2]
[3]
[4]
Rendition
[1]
[2]
Save As
[1]
schema
[1]
Signature Areas
[1]
Signature Flag
[1]
SortByWrapper
[1]
Spell Check
[1]
static
[1]
[2]
Static Documents
[1]
styleguide
[1]
stylesheets
[1]
Summary
[1]
tables
[1]
Text box
[1]
XTemplate
[1]
[2]
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