About Requirement Capture from Microsoft Word

Requirement Capture is an optional program that is installed in Microsoft Word. It provides an efficient way to identify and import requirements from any requirement specification document authored in Microsoft Word.

This page discusses:

See Also
About Requirements Management

When you work with Requirement Capture, you identify the objects that will ultimately be imported as requirements, chapters, and comments in a specification. You can review the entire document in one session and select all captures before importing them. Requirement capture is not limited to just text, but can also include tables, bullets, images, symbols, and 3D XML information.

If there are no drawing objects in the capture, then the system imports rich text data directly without change. Embedded objects, such as Excel objects, are also imported without change. If the capture contains drawing objects, then the following conversions occur to those objects:

  • In-line drawing objects are converted to embedded Microsoft Word objects and remain in the same position within the paragraph.
  • Floating drawing objects are converted to embedded Microsoft Word objects and are grouped together at the beginning of their corresponding paragraph.

Each chapter, requirement, and sub requirement imported from a source document is given a unique object ID and organized into a specification structure that is traceable to the respective section in the source document. Traceable Requirements Management tracks the attributes of every object identified for capture whether it is imported or not. The original Microsoft Word document is checked-in to Traceable Requirements Management as an attachment to the newly-created requirement specification.

For instructions on how to use the Requirement Capture toolbar in Microsoft Word to capture specifications, requirements, sub requirements, chapters, and comments, see Workflow for Capturing Requirements from a Microsoft Word Specification Document.

Requirement Capture Toolbar

The Requirement Capture toolbar appears automatically when launching Microsoft Word on a computer that has Requirement Capture installed on it. The Requirement Capture toolbar may vary slightly, depending on your version of Microsoft Word.

The following toolbar appears automatically in Microsoft Word 2010, 2013, and 2016:



The following options are available from the Microsoft Word Requirement Capture toolbar:

Icon Name Description
3DEXPERIENCE Click to open the CAS Login page which identifies the web server location (with tenant appended for Cloud server only), username, password for your Requirements server.
Note: The Tenant field is used only on the cloud. You can get the tenant name from the link used to launch the cloud app. For example, DSQAL044.
Preferences Click to open the Capture Preferences page. It contains two page tabs:

Tab Description
Tree Display Select the fields that you want to display in the Manage Requirement Object Tags and Import Requirement Objects pages. The values from the ENOVIA Preferences settings are used as the default values.
Capture Option Define the colors applied to chapters, comments, requirements, and sub requirements marked for capture. Select whether you want to use chapter headings as the captured object's title and whether you want to highlight the chapter headings and keep them highlighted.

Requirement Click to capture highlighted text as a requirement.
Sub Requirement Click to capture highlighted text as a sub requirement.
Comment Click to capture highlighted text as a comment.
Chapter Click to capture highlighted text as a chapter.
Import Click to import captures.
Note: You must select the credentials when importing requirements.
Manage Tags Click to list and manage the tags in the document. You can also set attribute values on a tagged object that will be part of the object import. See Managing Tags.
Structure Capture Click to automatically highlight document structure as chapters.
Keyword Capture Click to capture requirements, chapters, and comments in the Microsoft Word document by using keywords in an automatic or semi-automatic way.
Toggle Icons Click to show/hide icons for marked up and imported selections.
Toggle Bookmarks Click to show/hide bookmarks for marked up and imported selections.
Toggle Cartridges Click to show/hide attributes for objects in a document.
Toggle Colors Click to show/hide background colors for marked up and imported selections.

Working Off-Line

You can save and close the document and then return to it over multiple sessions until you are ready to import the captures. This process is referred to as working off-line. It gives you the time up-front to identify and structure the requirements before importing them.

You can also import captures as they are identified in the requirement specification. Traceable Requirements Management distinguishes between new and previously-imported captures. At some point when you have completed or nearly completed all of the capture imports, you can choose to check in the document. That document is saved as an attachment to the requirement specification you created. The document is saved as data that retains all of the capture markers. You can use the check-out feature to reopen this file in Microsoft Word with all of the capture information restored.