Create a new managed document record

Configure the properties and policies for a managed document.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Navigate to All > Managed Documents > Create New.
2. In the Name field, type Policy.
3. In the Requested by field, add your name.
4. In the Owner field, add your name.
5. In the Reviewer field, add your name.
6. In the Type field, select Policy.
7. In the Classification field, select Confidential.
8. In the Audience field, select Internal.
9. Under Revision Settings, select the Auto increment revision option.

   

10. Click Submit.