12.5.1.3 Create a Document

Unlike other EPC objects, Documents are not created within the EPC Web App. Documents are uploaded from your local system to the EPC document repository. For this reason, any kind of file, file link, or URL can be added to the document repository.

The different types of basic Documents are:

Web Modelers can upload Documents on the WebApp and organize them within Document Folders.

For instructions on how to create a new Document, see the Create Objects section.

Filling out a New Document form

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

1. Type the name of the Document on the “What is the name?” field

*It is mandatory for Web Modelers to input a name for the Document

For this example, the name of the Document is “Interview Questionnaire”

*The EPC automatically assigns the Folder as the Parent, which is the Document folder or sub-folder you selected. The Parent field is blocked and cannot be edited.

2. Choose the type of Document and upload it

*To learn how to upload Documents, click here

3. Use the and icons to expand and hide the different sections within each tab of the New Document Window. Input the right information about the Document in each section.

*The new Document window has two tabs, General and Properties. Under each tab there are different sections where the Web Modeler can input detailed information about the Document. To learn more about about each section and how to input information, click here

i) To hide sections, click on the icon:

ii) To expand sections, click on the icon:

4. Click on the button to create the Document

5. The new Document “Interview Questionnaire” is now inside of the “Recruitment” Document Folder. This Document is currently a draft. To learn how to publish Document objects, click here.