Create New Documents form

Use the Create New Documents form to provide details about the new document you want to create.

The Create New Documents form contains the Documents and Access Settings sections. For more information about document access settings, see Document security and access.

Tableau 1. Create New Documents form

Field	Description
Documents
Name	Name of the document.
Owner	Name of the document owner.
Reviewers	Name of the document reviewers, if any.
Template	Option to determine whether the document is a template.
Department	Name of the department that created the document.
Type	The type of document based on the content. The choices are: Policy Guideline Procedure Contract
Classification	Classification of the document. The choices are: Public Restricted Confidential
State	The state of the document. The choices are: Draft Submit Review Complete
Description	A brief description about the document.
Default Version	The document version that is used for document download. By default, the latest version is the default version.

Concepts associés

• Domain separation and Supplier Lifecycle Operations
• Supplier Relationship and Performance Management reference
• Supplier Payment Optimization reference
• Supplier Lifecycle Operations glossary

Tâches associées

• Manage documents from the Source-to-Pay Workspace

Référence associée

• Create New Supplier Case form
• Create new task form
• Add New Location form
• Update banking details form
• Update profile details form
• Onboard a Supplier form
• Primary data tables for Supplier Lifecycle Operations
• Supplier Lifecycle Operations data model