Smart Docs

Smart Docs is a Word-like authoring tool that is available online. It enables you to author VSTS/TFS work items in a document view with rich text, table and images inline – using a complete set of rich text controls. It allows you to author work items, insert existing work items, remove work items, generate documents & save in Word and PDF format. You can also drag & drop hierarchies and indent/outdent content. It also provides heading numbers just like Word.



Author and define requirement details

Author requirements in a document view with title and description visible inline. Include contextual data in Smart Docs like ‘Introduction, In scope, Out of scope, Glossary’ along with requirements or any other work item. Linked work items are created automatically and implicitly.

Document versioning

Create and maintain different versions of a document within the same project through Smart Docs. This keeps a history of changes as your team proceeds to new versions of the document.

Create and define Smart Docs meta templates

Smart Docs meta-template is used to define what information (work item types) can be authored in a Smart Docs at various levels. These would be the link type between them (doesn’t have to be parent-child only), alternate labels for the work item types and default values. Work items can also be configured to define recursively (e.g. requirements can be repeated in their child hierarchy on all levels). Create and define your own custom templates with an easy-to-use Smart Docs Designer which helps non tech-savvy users define the template of their choice. You can also use the pre-defined Smart Docs templates for your documents.

Define and use Smart Docs templates

Create a Smart Doc and save it as a template. This template will show up in the ‘My Template’ section when you create a new Smart Docs. When documents are created the work items in the Smart Docs template are created automatically with links between them. This give you a great starting point. Smart Docs Template is akin to Word Template file (.dotx). You can create Smart Docs Templates for each of the standard document template used in your organization.

Organize Smart Docs in folders

Organize Smart Docs in folders and sub folders. Rename, delete and copy Smart Docs.



Instead of creating work items, generate a specification and injecting contextual data manually use Smart Docs to create a WYSIWYG artifact directly in TFS/VSTS web access.
Additionally, Smart Docs is a good way to group/organize work items completely based on user needs.

Communicate clearly

While defining the rich content for description & other work item fields use Smart Editor which provides a very rich set of formatting including resize image, insert table, select font, size and color.

Communicate in context

Requirements or user stories backlog is not enough. Its important to provide contextual data around a sprint and project. Use Smart Docs to define context data and work items.

Use familiar setup

Jumpstart Smart Docs using Smart Docs Template (similar concept to Word Template). When you create a new Smart Docs with a template it creates the necessary content and work items automatically.

Tracks changes

Helps users to effectively track and control changes between various document versions or within the current state of the document being created.

Get started

View product demo, how-to videos, our hands-on lab and other Help materials.

Try Now