The Document Editor

After creating a Document, either in the portal or by importing, you can edit it in the Document Editor. You will see much that is familiar to you from desktop office applications, or if you have used an online tool like Google Docs. The major difference, conceptually, is that some of your Documents' content can be marked as Work Items.

This approach provides the benefits of both office documents, and data-driven process and project management for the organization. People like business analysts and requirement engineers whose work typically focuses around documents don't have to change their paradigm or give up much in terms of functionality and ease of use. People on the technical side get the workflow and data-driven management capabilities they need. Executives and others responsible for compliance issues get the information they need. The organization as a whole benefits from improved efficiency, transparency, and communication.

This section focuses on various features and capabilities you will encounter while editing Documents using the Document Editor. See also Document Editor Toolbar.