Creating a Document v3.0

PM360 v3.0 includes a full BA document authoring workspace with AI-assisted drafting.

Steps

1. Open a project and click the Documents tab
2. Click New Document
3. Select a document type:
   • BRD — Business Requirements Document
   • FRS — Functional Requirements Specification
   • SRS — Software Requirements Specification (IEEE 830-aligned)
   • SDD — System Design Document
   • User Story — Agile user story format
4. Optionally select a starter template (pre-filled with standard sections)
5. Enter a title — the TipTap rich-text editor opens

The Editor

The TipTap-based editor includes a 16-action toolbar:

• Headings (H1-H6)
• Ordered and unordered lists
• Tables (create, add rows/columns)
• Blockquotes
• Code blocks
• Horizontal rules
• Links and images

Autosave fires every 2 seconds on idle and at most once every 60 seconds during rapid typing. Every save creates a new version in the version history.