Creating a Document
Drafters and Administrators can create new documents, and then add various elements (such as forms, attachments, and addressees) to them.
To create a document
- 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.
- Enter the required Document ID for this document.
- Enter a Description of this document.
- 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.
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