Create a document record

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create document records and include default versions for the documents.

    Before you begin

    Role required: none

    Procedure

    1. Navigate to All > Documents > Documents.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. New document record fields
      Field Description
      Name Name of the document.
      Owner Name of the document owner.
      Reviewers Name of the 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: guideline, policy, procedure, or contract.
      Classification Classification of the document: public, restricted, or confidential.
      Audience Audience of the document, either internal or external.
      Note:
      The Audience field is hidden in the default view.
      State The state the document is in: Draft, Submit, Review, or 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.
    4. Select the access setting.
    5. Select Submit.