Creating ECM Documents

  To create ECM documents:

  1. Select Server, select Entity Change Management, and then click Create.

  2. In New ECM Document Name, enter a unique name for the document.

  3. Select one:

    • Default (empty)— Create an empty document.

    • Copy of ECM Document—Define the document using another document. All attributes are copied except logs, last run date, and owner.

  4. Click OK.