What a document is
A document is a named set of requirements you hand to someone: a developer, a stakeholder, a QA team. Blueprint renders it in several views from the same requirements, so everyone reads the same source.
Create a document
- In Blueprint, click Documents in the sidebar.
- Click Add Document.
- Enter a Title and a Description.
- Optionally enter an Environment URL (the site the document applies to), a JIRA Project URL and a JIRA URL for the related task.
- Under Requirements, pick a requirement and click Add. Use the arrow next to Add and choose Add All to include every requirement. Drag to reorder; click the trash icon to remove one.
- Set the Stage and the Owners (Stakeholders).
- For a long document, set Number of Parts (new documents only). See below.
- Click Save.
At least one requirement is required; otherwise you see "Please select at least one requirement for this document".
Split into parts
With Number of Parts above 1, Blueprint creates separate documents titled "<title> - Part 1", "- Part 2" and so on, sharing the requirements between them in order. The batches are sized from the number of parts, so a short list can produce fewer parts than you asked for.
Open a view
In the list, the Views menu on each row opens a view in a new tab. Clicking the title opens the Overview.
| View | For |
|---|---|
| Overview | A summary of the document and its requirements |
| Business Documentation | Stakeholders: what is tracked and why |
| Technical Documentation | Developers: data objects, scripts and tags |
| Test Case Documentation | QA: scenarios and steps |
| Tracking Pixels Documentation | The marketing tags each requirement fires |
| Open Jira Task | Shown when the document is linked to a Jira task |
Every view is a public link that needs no sign-in. See Public Links.
Other actions
| Action | Where |
|---|---|
| Clone | Copy icon on the row. Creates "<title> - Copy" immediately |
| Edit | Settings icon on the row |
| Delete | Trash icon, after you confirm |
| Restore automatic order | Shuffle icon, shown only when the requirements were reordered by hand |
| Download all | Download (.csv) from the arrow next to Add Document: title, description, Jira URL, requirement count and every view link per document |