Advanced options for editing specifications

Use the View/Edit in Microsoft Word option to externally edit a specification. Your changes are attached to the specification when you save and close Microsoft Word.

This option is available on the Application Profile landing page and Specification form.

Using custom templates

A standard template named Rule-Application-UseCase.pySpecificationDescription supports editing specifications.

You can customize this template by adding static text, field codes for dynamic content, and any other project specific details.

To create a custom template:

1. Open the standard template.

2. On the Save as menu, click Specialize by class or ruleset.

   Save the copy in a ruleset in your application stack.

3. Click Edit Word Template to open the Word document associated with the template.

   Alternatively, you can upload an existing template with your custom changes.

4. Update the Word document to include your new text and field codes.

5. Save your changes and close the Word document.

6. Click Save on the custom template rule form.

The first time you use the View/Edit in Microsoft Word option with a new or existing specification, your custom template is applied.

You cannot use custom templates with existing specifications that already have a Word description attached.

Using Track Changes

You can enable Track Changes in Microsoft Word to facilitate collaborative reviews of specifications. Keep this setting enabled before you save and close the Word document.

The next user to open the specification using the View/Edit in Microsoft Word option sees your edits with Track Changes enabled. On hover, each edit displays your user name and the date and time the change was made.

Only the enabled or disabled state of the change tracking feature persists between clients. Local settings, such as the colors you specify for markup, do not persist between clients. This means that the edits you see are always styled, based on the Microsoft Word settings on your local machine.

On the Track Changes menu, click Change Tracking Options to review your local settings.

When you generate documents that include specifications with tracked changes, the markup an d comments are visible. You can prevent these from appearing in one of three ways:

• Use the View/Edit in Microsoft Wordoption to manually resolve each tracked change in Microsoft Word.
• Use the Edit attachment modal to clear the Include in Documentation? and Use as Description? check boxes. This approach hides the specification description entirely.
• Select Final or Original markup style in the generated Word document itself. Use this approach as a workaround when you do not have access to the specification.

	specifications
	About the Application Document Wizard Adding attachments to a specification Application Profile landing page Completing the details tab of the Specification form How to provide Word merge operations Standard Word templates