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Generating a specification document

Use the Document Application tool to generate a specification document. A specification document provides application specifications and linked requirements to stakeholders.

  1. Open the Document Application tool by clicking Application > Tools > Document from the Designer Studio menu.
  2. Click Specification document.
  3. In the Application field, select an application in your stack.
  4. Select the Include built-on application layer specifications check box to include specifications from the selected application and specifications from any application in the stack, excluding the Pega layers such as PegaRULES and PegaDM. This check box is available if your application has a built-on application.
  5. Configure the content and appearance of the document by selecting the following options:
  6. Select the check boxes for the specifications that you want to include. All of the available specifications for your application are listed.

    You might want to include only certain specifications if you are generating a document for a specific case type. You can filter the list of specifications by using the options in each column header. Attachments are included in the generated document if the Include in document? check box is selected on the Application Specification rule form.

  7. Specify the order of chapters for the generated document.
  8. Optional: Click Save document configuration from the Actions menu to save your configuration settings.
  9. Click Generate document to generate the Word document with the current settings.