Create a document record
Create document records and include default versions for the documents.
Before you begin
Role required: none
Procedure
Navigate to All > Documents > Documents.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the document. |
| Owner | Name of the document owner. |
| Reviewers | Name of the reviewers if any. |
| Template | Option to determine whether the document is a template. |
| Department | Name of the department that created the document. |
| Type | The type of document based on the content: guideline, policy, procedure, or contract. |
| Classification | Classification of the document: public, restricted, or confidential. |
| Audience | Audience of the document, either internal or external.Note: The Audience field is hidden in the default view. |
| State | The state the document is in: Draft, Submit, Review, or Complete. |
| Description | A brief description about the document. |
| Default Version | The document version that is used for document download. By default, the latest version is the default version. |
Select the access setting.
Select Submit.
Parent Topic:Document repository
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