Creating a Document Manually

Drafters and Administrators can create new documents, and then manually add various elements (such as forms, attachments, and addressees) to them.

If your administator has configured your system to use data sources, you can Creating a Document Using a Data Source, allowing you to create the document more quickly and easily.

To create a document manually

1. From the main toolbar, click the New button . Alternatively, from the Actions menu, select New.

The Document-New tab opens, with the Forms tab displayed.

2. Enter the required Document ID for this document.
3. Enter a Description of this document.
4. Use the Document tabs (Forms, Attachments, Addressees, and Document) to add associated items to the document or update the document's data.

After creating your documents, you can manage them.

Please note

• You can view or edit the Document ID and Description from any of the Document tabs.
• You can work with more than one document at the same time.

See Also

• Updating a Document
• Creating a Document Using a Data Source

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