To create a document, click on the button in the main screen toolbar.
Fill out the following fields on the data screen that will be displayed.
Field
|
ID #
|
Enter the number or code that identifies the document.
|
Name
|
Enter a name for the document.
|
Document type
|
Select the type that classifies the document. This field will be automatically filled out by the system if, on the main screen hierarchy, a document type is selected.
|
Revision
|
Enter the revision number of the document.
|
File
|
By selecting this field, locate the desired document.
|
URL
|
After selecting this field, enter the electronic address of the desired document.
|
Description
|
Enter a brief description of the document.
|
Save the record after filling in the fields above.
|