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Importing documents

How to import documents in Trace.Space

Written by Janis Vavere

Import turns an existing file into items so you do not have to retype it. Trace.Space accepts Word documents (.docx), ReqIF packages (.reqif) and spreadsheets saved as CSV (.csv).

Starting an import

  • To import at the top level, click the ... button on the Items header in the left sidebar and choose Import.

  • To import under an existing item, hover the item in document view, click its ... button and choose Import (.docx, .reqif, .csv). The imported items become children of that item.

Pick the file in the file dialog. What happens next depends on the file type.

The Import entry in the item actions menu

Word documents

The document's headings become the item hierarchy: a heading becomes an item, the headings below it become its children, and the paragraphs under a heading become the content of an item. Images, tables and formatting are kept.

After you pick a .docx file the Import document dialog asks how to type the new items:

  • Import items as sets the item type of the text items. Only types with a heading and a text attribute are offered. If your document mixes kinds of content, pick the most common one and change the rest afterwards.

  • Import headings as sets the item type of heading-only items, that is headings with no body text of their own.

Click Continue. The dialog shows Converting document and then Creating items (n/total) with a progress bar. When it finishes, Trace.Space opens the first imported item.

ReqIF packages

A .reqif file imports straight away with no dialog. Spec objects become items, their spec object types become item types (created if they do not exist), enumerations become picklists, the spec hierarchy becomes the tree, and spec relations become traces. Exporting the same items back to ReqIF keeps their identifiers, so a round trip with another tool works.

CSV files

Picking a .csv file opens a three-step wizard on its own page where you choose the destination, map columns to attributes and preview the rows; see Importing from CSV.

After the import

Imported items are ordinary items from the moment they are created: edit them, change their type, trace them and baseline them like any other. For large files the import can take a while; the progress dialog stays open until every item is created.

The ReqIF viewer

If you only want to look at a ReqIF file without an account, use the public ReqIF Viewer; see ReqIF import, export and the ReqIF viewer.

If an import produces the wrong structure or does not finish, see Troubleshooting import, export and AI.

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