Create New Documents form

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

    • 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.

    Table 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.