Fields: Creating documents

When you are creating a document for the first time, you fill in the document's basic information, such as its name, type, and categories. After you have created a document you can edit its details, upload new document files, and add attachments to it.

Name

Specifies the name of the document. The document's name is displayed in the system to help library staff locate it.

Description

Specifies a more detailed description of the purpose and role of this document.

Type

Specifies the type of document that is being uploaded. For example, you might have some documents that are a Procedure, while others might be a Template. If the Document Type that you want is not already in the system, you can add one by clicking Add Document Type. You can configure the Document Types that are available in your system on the Management module Admin page (for more information, see Document Types).

Last Document Revision

Specifies the date that the details for this document were last updated. By default this value is set to the current date for new documents.

Categories

Specifies one or more categories that the document relates to. Categories are typically associated with specific providers, so that any policies, procedures, or email templates relevant for specific providers can be tagged, but they can be configured and used in any way that fits your library's needs. If the Category that you want is not already in the system, you can add one by clicking Add Category. You can configure the Categories that are available in your system on the Management module Admin page (for more information, see Categories).

File

Lets you select a file to upload.

Archived

Indicates whether this document is archived.

Add Optional Note

Allows you to add an optional note to the document for any further details that aren't covered by the other fields. When a note is added, the following fields are also configurable:

  • Note—Lets you type any notes that you want to add for this document.
  • Note Type—Specifies the type of note that you are adding. For example, you might have some notes that are categorized as General notes while others are Supplementary Information notes. If the Note Type that you want is not already in the system, you can add one by clicking Add Note Type. You can configure the Note Types that are available in your system on the Management module Admin page (for more information, see Note Types).