Create a new document

Any user who is assigned a role with appropriate permissions can create a new document record and its first iteration.

There are two methods for creating a new document record.

  • On the Item Explorer's New tab, scroll through the list of available document types. Click on the appropriate row to create a new document of the specified type.

  • From the Item menu, select the Create New Document line. (Or, press your keyboard's F9 key.) A wizard will open, and walk you through the steps necessary to create the basic attributes for your new document.

    The content of a home document is created and controlled by your organization: you specify the document number and title, technical revision, business lifecycle, information it contains, when it's released, when it gets revised and when it becomes obsolete.

    A partner document is where these elements are developed and controlled by another organization, and your organization simply references that document and title, revision, lifecycle, and content for your own purposes.

Fully describe your new document iteration:

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Help Guide Contents [PDF]