How to Summer Series Part 1: Beginner
This is the first blog article in our How to Summer Series. Before we can discuss requirements view or the simulators, you must learn how to import your work into Innoslate.
Login to your Innoslate account. If you do not have an Innoslate account, go to Innoslate.com/free-trial. The Innoslate Starter Version is geared for Reviewers and limits the user to 200 entities (language elements to help us define a system). For this series, it is best to use the free trial of the Professional Version as the entities are unlimited.
Now that you are logged in, click Menu on the top left hand corner. Under the Tools sections, click Import Analyzer.
Choose the type of document you want to import. Are you importing from an Innoslate document (.docx), a Microsoft Excel (.csv), or Rational Doors (.csv)? There’s even a Google Maps file (.kml) option for location information. If you click on the More+ button you will see the Google Maps file option.
If you are working from a .docx file, follow these three easy steps. Otherwise, skip the test and go straight to Importing an Innoslate Export (.csv), a Microsoft Excel (.csv), or a Rational Doors (.csv).
Step 1: Configure
First, enter a name for your document. Select a name that accurately describes the document (Artifact) so it can be easily accessible. If you need to add a more complete description, you can edit the resulting Artifact entity later.
Click the down arrow to see the list of class options. Choose the appropriate class option for your document. Innoslate has an extensive list of class options.
Now you need to select a format that best matches your document. You can choose from a simple list or a multi-level list. The purpose of providing this choice is to enable the creation of hierarchical relationships between the paragraphs.
If you decide none of these match your document and you do not want to re-format, choose Custom Format (Advanced). This will open up another step making Step 2 Customize. However, I would suggest using either the Simple List or the Multi-Level List. These two methods are much cleaner and easier to use, especially for beginner Innoslate users. The Custom Format button will be explained in more detail in the advanced part of the How to Use Innoslate series.
Choose from either the simple list or the multi-level list options. Make sure everything is filled out and the next button is lit up before clicking it, otherwise it will stay on the same page.
Once you have made your selections, click Next.
Step 2: Copy and Paste
Go to you document and use CTRL+A for Microsoft users or Command+A for Mac users to copy the entire document. Now paste the content into the box that says, “Paste document content here…” Feel free to edit the content in the box. You can add images, add a table, format the text, add a hyperlink, etc. Once you have your content the way you want it to look, click Next.
Step 3: Preview
Innoslate will process your document and let you see a preview. Preview your document to look for any errors. If you see any errors click Prev, to go back and change them. Otherwise, click Save and you are done. It’s that easy.
Importing an Innoslate Export (.csv), a Microsoft Excel (.csv), or a Rational Doors (.csv)
First you should decide whether you are importing an Innoslate Export, a Microsoft Excel, or a Rational Doors .csv file. Choose the appropriate type. Open up your documents, find the document you want to import, then drag it over to the box that says Drop File Here or Click to Upload. The second option is click the box that says Drop File here or Click to Upload and choose the document you want to import. Either one you choose, Innoslate will automatically import your document’s contents into your project.
If you have any questions or difficulties, call us at 571.485.7800 or chat with us online. We are more than happy to help.