How do I use "Save Settings" section in the "Create Document" wizard?

"Save Settings" section in the "Create Document" wizard enables you to save currently selected field values, for quick retrieval later. Once you save the current settings, you and other users at your organization can quickly load it later into the "Create Document" wizard.

You can use this to save time, as well as standardize the settings used to generate requirements documents across your organization to ensure consistency.

How to save settings:

1. First, select desired values for fields in the "Create Document" wizard. After you've done so - please do the following in the "Save Settings" section at the bottom of the wizard.
2. Enter a "Setting Name" using the Add New Choice option at the bottom of the "Setting Name" picklist. This will enable you to save the current field values under this "Setting Name".
3. Enter a description - such as the purpose of this saved setting, who should use it, when to use it, etc - into the "Notes" field.
4. Click "Create Now" button. The requirements document will be created, and your settings will be saved under the "Setting Name" you entered/selected.

How to load and use previously saved settings:

You can load settings that were previously saved - either by you or by other users at your organization.

1. Click "Load Saved Settings" link at the top of the "Create Document" wizard.
2. The page that appears will list all available settings in two tables - "Settings Saved By Me", and "Settings Saved By Other Users".
3. Click the "Load" button next to the setting you'd like to load.
4. You will be taken to the "Create Document" wizard, and all the fields will be automatically populated based on the saved setting.
5. Click "Create Now" button. The requirements document will be created based on the loaded settings.

How to edit field values in previously saved settings:

For a setting that you previously saved, you can edit the field values in that setting. You cannot do the same for settings saved by other users at your organization.

Here's how to edit field values in a setting that you previously saved:

1. First, select desired values for fields in the "Create Document" wizard. You can do this manually, or by loading previously saved setting. After you've done so - please do the following in the "Save Settings" section at the bottom of the wizard.
2. Select the "Setting Name" that you'd like to edit from the "Setting Name" picklist.
3. Edit the "Notes" field if desired.
4. Click "Create Now" button. The requirements document will be created, and the saved setting will be updated based on the field values you selected.

How to edit Name/Notes of previously saved settings:

For a setting that you previously saved, you can edit the Name/Notes of that setting. If you're an Admin user, you can do the same for settings saved by other users at your organization.

Here's how to do this:

1. Click Requirements tab of your Accompa system.
2. Click Create Document link below the tab. In the "Create Document" wizard page that appears, click "Load Saved Settings" link at the top.
3. In the page that appears, click  "edit" link next to the desired "Saved Setting".
4. In the popup window that appears, edit the Name and Notes fields, then click "Save" button.

How to delete previously saved settings:

You can delete any setting that you previously saved. If you're an Admin user, you can also delete settings saved by other users at your organization.

Here's how to delete a previously saved setting:

1. Click Requirements tab of your Accompa system.
2. Click Create Document link below the tab. In the "Create Document" wizard page that appears, click "Load Saved Settings" link at the top.
3. In the page that appears, click  "del" link next to the desired "Saved Setting" and confirm deletion.