Creating documents

Documents can be created using the New Document option in the Management module navigation bar. After you have created a document you can edit its details, upload new document files, and add attachments to it.

To create a document

1. From any page in the Management module, click New Document from the navigation bar.

2. Type a name for the document into the Name field.

   

   Note: For more information about the fields that you encounter while creating documents, see Fields: Creating documents.

3. Select a Document Type the Type drop-down list.
4. Select one or more categories for this document, as necessary.
5. Choose a file from your system that will act as the main file for this document.
6. Complete any of the other fields, as necessary.
7. Click Submit.