Creating Document Factory Reports from the Requirements Grid
To create a Document Factory report from the Grid
In the
Requirement Grid window, click
Reports
.
Click
Document Factory.
In the
Document Factory
wizard window:
Select a file from the list in the
Template box. The drop-down list allows you to make a selection from the most recently used templates. By default, there are five files in the list. This number is determined by your administrator. To open the selected template to check it or make any edits before running Document Factory, click the
Word icon.
In the
Save Document As box, enter a path and name for your new document, click the
Browse button to navigate to a previously created document or leave blank.
To generate a log file for the report, check the check box.
Click
Next. In the
Document Factory
wizard window:
Choose the date format that you would like to use:
Short Date
or
Long Date.
Click
Next. In the
Document Factory
wizard window:
Choose the data from which you would like to create the document. If you choose to use data from the
Caliber server, you can also choose to save the current data to use again with a different template.
If you want to create a file with an encrypted password that can be used for scheduling, select the
Create a configuration file only check box. This creates the file commandline.ini that can be used to run Document Factory from the command line or placed in a batch file for scheduling purposes. If you choose this option, Document Factory does not create a Word document from your template, but creates the .ini file only.
If you want to display images, OLE objects, tables and formatted text included the requirement descriptions, select the
Requirement description will include formatted text, tables and images
check box.
If you do not want OLE objects to link from the Document Factory report, select
Only Display Image for OLE Objects. This option will decrease file size and reduce processing time.
Click
Finish. If your template does not specify which project and/or baseline to use, you are prompted to select them