Add a document

As an approval self-service administrator, you can add a common or partner document to be added with all new requests.

To add a common or partner document to be included with all new requests:

1. Open the Navigation pane, and select Documents.
2. In the Documents page, at the top right, select Create. The Maintain Documents panel opens. For example:
   
   

   

   
   
3. In the Maintain Documents panel, provide the following information:
   • Document Type—Required. Select COMMON or PARTNER.
   • Partner—Required. Appears only if you select PARTNER in the Document Type drop-down menu.
   • Name—Required.
   • Description
   • Upload Instructions
   • Auto Add—Select Yes or No to indicate whether the document will be added when a site request is created. Documents not added automatically can be added manually at a later time.
   • Mandatory—Select Yes or No to indicate whether the document is required. All mandatory documents must be set to Yes before they can be submitted.
   • Active—Select Yes or No.
4. Select Create.