Creating a Document
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To create a new Document:
- Go to Contents -> Documents -> Documents.
Click Create New Document. The new Document appears. Enter the necessary information.
Figure 74.
- Document Number – (Required) The number for the Document. The Document Number must be unique.
- Name – The name of the Document.
- Type – This is the classification type for the Document. The classification dialog displays the Document classification tree. The Document classification tree can be adjusted and extended as needed by an administrator.
- Authoring Tool – The application used to create the Document.
- Version – The version of the authoring tool.
- Description – Remarks about the Document.
- Assigned Creator – This is the user responsible for the design or the content of the Document. The Assigned Creator is often identified as the Owner of the item, who may be different from the user creating the Document in the system.
- Designated User – This is the user responsible for the management, usage, and review of the Document.
- Effective Date – This is the date when a Document actually goes into publishing or the process that signifies its availability. This can be different from the release date, which is when the Document reaches the Released state in its life cycle.
- Select an image – This allows you to select an image using the Image Browser to generate a thumbnail for the Document. For more details, refer to section 2.4.6 Item Thumbnail.
- Extended Classification – This allows you to assign values to Items based on the Item’s extended classification.
- Template – Identifies whether a Document is a template.
- If it is necessary to add a file, in the Files tab, select New File
to select a file for upload, or drag and drop the desired file into the Files area. - Once you have entered the necessary information, click Save or Done to save your changes.
