Open topic with navigation

Previewing Microsoft Word exports

You can preview a Word export to make sure the exported document contains the correct information and formatting. You choose the items to include in the preview. Previewing is especially helpful when you are working with draft templates because they are not available in the Export to Microsoft Word dialog box.

1. In the Configure Word Export Templates dialog box, select a template and click Preview.

If you are previewing a template for exporting issues, documents, requirements, test cases or test runs, the Select Items for Preview dialog box opens.

If you are previewing a template for exporting folders, the Select Folders for Preview dialog box opens.

2. Select the items or folders to include in the preview.

To find items, you can search, go to a specific item number, apply a filter, or select the <Recent Items> filter to view a list of recently accessed items. You can also view a list of recently previewed items.

3. Click Preview if you are previewing items or OK if you are previewing folders.

The export starts and the progress is displayed. When the export completes, the exported document opens. Click Yes if you are prompted to update the fields in the document. The exported document is a temporary file. Save it if you want to open it again.