Create your first document

A document in Visure — also called a specification — is a structured container of items inside a project. Most projects have several: a System Requirements Specification, a Software Requirements Specification, a Test Protocol, a Defect Log. Each holds items of the same general kind. Splitting different types of content into separate documents lets you apply different attributes, link types, and review workflows to each.

In Visure, folders and documents are the same thing under the hood. A folder is just a document that contains other documents. The next article goes into when to use which.

Documents live inside access partitions. Every document belongs to exactly one partition — Requirements, Tests, Defects, or whatever partitions your project has. The partition you choose determines who can read or edit the document, based on user group permissions.

To create your first document:

  1. Click the Documents icon in the Elements Panel to navigate to the Documents area.
  2. Click the + Create button at the top-right of the document list (or right-click the parent location and choose Create document).
  3. In the dialog that opens, enter:
    • A name for the document (the visible label, e.g. System Requirements)
    • An access partition for the document to live in
    • Optionally, a description
  4. Click Create.

The document appears in the Elements Panel hierarchy. To open it, click its name — the document opens in the center content area, ready for you to add items.

[SCREENSHOT — Documents area with + Create button highlighted]

[SCREENSHOT — Create document dialog with name, access partition, and description fields]

[VIDEO — 1.2.01 Create your first document — 60s]

Read next: The difference between a folder and a document · Create a folder

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