Create new document form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • On the Create new document form, fill in the fields for the document.

    Table 1. Create New Documents
    Field Description
    Name Unique name of the document.
    Owner Individual who owns a document for audit purposes.
    Template Option to determine whether the document is a template.

    This field isn’t available in the third-party portal.
    Default version Document version that is used for document download. By default, the latest version is the default version.

    This field isn’t available in the third-party portal.
    Current version Latest document version that is used for document download.

    This field isn’t available in the Vendor Management Workspace.
    Sharing permissions Option that enables the document creator or owner to configure permission controls for the document. You can specify a user role and one of the following permission types:
    • Reader
    • Writer
    • Owner

    This field isn’t available in the third-party portal.
    Third party Third party with which the document is associated.

    When a third party is provided, sharing permissions are enabled automatically in TPRM.

    This field is required only if the document is associated with a third party. For example, internal documents may not need to be associated with a specific third party.

    Note:
    When a document is created by a third-party contact in the third-party portal, this field is auto- filled and sharing permissions are enabled.
    Department Name of the department that created the document.

    For example, Customer Support, Development, Finance, HR, or IT.

    This field isn’t available in the third-party portal.
    Type Type of document based on the content.

    For example, Guideline, Policy, Procedure, or Contract.
    Classification Classification of the document.
    You can specify one of the following classification types:
    • Public
    • Restricted
    • Confidential
    • Internal
    State The state the document is in: Draft, Submit, Review, or Complete.
    Description A brief description about the document.