Saving Documents

When you save a document, by default the system uses the Root folder. You can change the location in which to save the document, and specify whether it should be a private document. Private documents are only displayed in the Documents list of the user who created them.

To save a document:

1. From the Manage Documents page, create or edit a document.
2. Click Save, or select Actions, and then Save.
3. To change the destination folder, enter a location for the file.
4. For Name, enter a document name.

   The name can have a maximum of 20 characters, including spaces.

5. Optional: Select a security class for the document or use the Default security class.
6. Optional: Enter a description.

   The description can be a maximum of 255 characters, including spaces.

7. Optional: Select Private if you want the document to be private.
8. Optional: To overwrite a file, select Overwrite existing document.
9. Click Save.