To register a Document, access the Manage Documents screen and click the + Document button.

On the document registration screen, fill in the following required fields:

*Document type: defines the document category and whether an approval workflow is required.
*Name: title that identifies the document.
*Responsible users: users responsible for the document and its versions.
*Area: sector or department to which the document is linked.

After filling in the necessary fields, save to complete the registration. The document will be available in the list and can have versions created and managed according to the defined permissions.

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.