Application Document Wizard best practices

Follow Application Document Wizard best practices to create documents that meet your project and stakeholder needs.

Run the wizard iteratively: start with default values initially, save settings as you progress, and experiment with custom options last.
When using an Application Document template, access the wizard from supported versions of IE browsers only.
Avoid accidental loss of settings when you close the wizard by saving settings before you generate a document.

When working with an Application Document template:

Suppress class and ruleset references — Check this box to generate content that is easily consumable by business users.
Create links to rule forms within document — Check this box to generate content that facilitates a functional review of your application.
Start with default values in the Document Selections section. You can slowly add chapters during subsequent iterations to actively manage your document's size.
Refresh the Document Table of Contents section frequently. You can quickly preview the results without generating a physical document.
Start with minimal selections in the Case Type Criteria section. You can add more detail in subsequent iterations based on different audiences.
Run the wizard with only one case type selected at a time in the Case Types and Supporting Specification Types section. Smaller documents are easier to consume.

When working with a Specification Document template:

Use the Preview Style field to experiment with different skins before generating the document.
Verify your flow connectors are linked to specifications. Otherwise, your flows are not eligible for screenshots.

Only use level 1 and level 2 headings in custom chapters. This helps streamline standard and custom chapters in the table of contents.
Verify your flow action likelihood values are accurate. The table of contents uses these values to order subchapters when multiple execution paths exist.
When sourcing a custom chapter by a Word Template, avoid using level 1 headings. The wizard inserts a line break between the chapter number and the chapter heading text.