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Getting Started

Welcome to the Visure Academy: Your Guide to Getting Started with Visure A Step-by-Step Guide for New Users

Documents

Documents Checking in/out Documents Creating Folders/Documents Editing document properties Rearranging documents Deleting Documents Import from Excel How to Import Microsoft Word documents using the Visure Plug-in

Working with Documents

Inside a document Zooming in/out Copying a URL to the clipboard Exporting to MS Word Adding Columns Sorting by columns Filters based on displayed attributes Exporting to MS Excel Filters Comments Approving Requirements

Navigation Panel

Navigation Panel Properties Panel - Details Tab Associated Files Tab History Tab Linked Items Tab Comments Tab Approvals tab

Traceability

Traceability How to do traceability through Start link / End link options.Traceability diagram How to Perform Traceability in Visure

Views

Applying views to a document Document view List View Kanban View Traceability Tree View

Articles

Essential Knowledge recommended for New Users 6 Tips to successfully implement your Requirement Management tool

Test Management

Getting Started with Test Management in Visure: A Guide for New Users

Review Sessions

What is a Review Session?How to Synchronize a Review session? How to create a Review Session?

Dashboards

Using Dashboards How to Copy Dashboards, Traceability Matrix Reports and your Home Page

Widgets

Managing widgets Configuring/Editing a widget Navigating to the contents of the widgets

Views

Manage and organize your Views

Data Models

How to use Data Models What are Data Models and Why are they so important?Creating data models

Traceability Matrix

Create a traceability matrix report

Home

Home Page Opening a project Selecting an Active Baseline Search bar

General Questions

Understanding Visure: An FAQ Guide Frequent asked questions and solutions Plugins available Understanding Sorting Numbers in Visure Shortcuts What can I do with Visure?

Application Settings

Custom Attributes User Menu Profile Manager Glossary Dark Mode Language Create an Attribute Workflow

AI

AI - Integration with ChatGPT

Visure Expert

Introduction How to effectively use the Review Sessions?Managing Comments and Feedback in Visure Using the Traceability Matrix for Impact Analysis Step-by-Step Guide: Defect Tracking Report in Visure

Audits

Was the engineer able to properly identify all the needed requirements?

Project Settings

Settings Repository Details Email Configuration Project management Editing projects Partitions Permissions Management (Access control)Baselines Settings Create Project Templates Purge elements Deleting projects Restoring and destroying projects Create a New Project

User Management

User types User list Export list of users to Excel Creating users Modifying users Deleting users Restoring and destroying users User password security policy Disabling the ADMIN user Microsoft Entra ID configuration for Visure

Reporting

Reporting Section: Exporting Customized Views How to Create Effective Reports Using Visure

Plugins

Jira How to Integrate with Jira?

User Menu

Users can access the user menu by clicking on the icon with their initials at the top-right corner of the application:

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