Baselining Documents

Last modified on May 20th, 2022.


Baselining a Document creates a snapshot of your requirements at the moment in time when the baseline is created. All document entities, relationships, and attributes will be captured.

Creating a New Document Baseline

  1. To create a new document baseline, open a document. In the document's toolbar, click the [icon name="rectangle-list" prefix="far"] More button to open the dropdown menu.
  1. Select the [icon name="forward-step" prefix="far"] Baseline option from the list.
  1. The [icon name="forward-step" prefix="far"] Create New Baseline modal will open. This is where a name for the new baseline may be entered. Type in a name and click the Create button.

  1. Once the new baseline has been created, the only visual cue will be a color change from yellow to blue in the left-most block of each row of the requirements document.

Reviewing an Existing Document Baseline

  1. To review an existing document baseline, click Switch To at the top of the document where the name of the document artifact is displayed.

  1. This opens a dropdown menu allowing you to switch between the current version and baselined versions of your requirements document.

*Note: All statement and requirement entities, their relationships and attributes, will be displayed as if you have reverted back to a previous version of the requirements document that you selected. All baselines are displayed as read-only. To go back to editing your document, switch back to your current working copy using the same drop-down Switch To: menu.

Baselining Documents

Last modified on May 20th, 2022. 


Baselining a Document creates a snapshot of your requirements at the moment in time when the baseline is created. All document entities, relationships, and attributes will be captured.

Creating a New Document Baseline

  1. To create a new document baseline, open a document. In the document’s toolbar, click the More button to open the dropdown menu.
  1. Select the Baseline option from the list.
  1. The Create New Baseline modal will open. This is where a name for the new baseline may be entered. Type in a name and click the Create button.

  1. Once the new baseline has been created, the only visual cue will be a color change from yellow to blue in the left-most block of each row of the requirements document.

Reviewing an Existing Document Baseline

  1. To review an existing document baseline, click Switch To at the top of the document where the name of the document artifact is displayed.

  1. This opens a dropdown menu allowing you to switch between the current version and baselined versions of your requirements document.

*Note: All statement and requirement entities, their relationships and attributes, will be displayed as if you have reverted back to a previous version of the requirements document that you selected. All baselines are displayed as read-only. To go back to editing your document, switch back to your current working copy using the same drop-down Switch To: menu.