Creating Documents
When you use our tools, the output of the work is saved as a "document." The document formats will vary, but every document is required to have a header. The header identifies the document and key meta data required for the site. When you select any link to create a document, you will be directed to create the header first.
The document header is where you name the document and provide key information about it. Required fields:
- Document Name: Maximum 45 character description of the document. Must be unique to the account.
- Type: This is the type of document you are creating. The list is dynamically populated based on the document types available to you.
- Default: Defaults are formatting schemes to use when creating the document. The site comes with a few options. You must select a default, but this is just for creating the document. You can always change the colors and fonts later.
When creating the header, you can also specify additional information about the document. These fields are searchable, and will help you manage a large number of documents. Optional fields:
- Process Reference: If you have a process model, this is typically the numbering system used to reference processes (maximum 45 characters).
- Process Name: The name of the process this document is supporting. Duplicates are allowed (maximum 45 characters).
- Project: If this document is being created as part of a project, the name of the project (maximum 45 characters).
When creating a document, one or more of these fields may be prepopulated in the document template. This is based on the document design and default selected. This is only on document creation. You can return to the header and make updates to these fields, but these updates are not automatically populated elsewhere in the document. To return to the header, click on the document name in the document list view. Document headers will also be referenced by the number "1" in links and buttons.