Create New Document
A new Document can be initiated from a 'NEW' button, wherever you see one.
Accessing 'Document Control'.
From the Navigation bar you can select 'Document Control' to find a view to show all documents currently in the system for the selected Org you are in.
Select Appropriate Document Types
Document Type view allows you to choose from the various document types in the system. Click the item to select.
Change Owners & Readers
Change Owners and Readers allows you to change owner for the document selected and also add readers if they are no already subscribed to this document.
Request Change
This option allows you to create a change request document and assign it to the author/manager
Make Copy
This option allows you to make a copy if this document if all of the detail contained within is similar. The new copy will not have the same number and will not be an approved document.
Subscribe
The Subscribe option allows Doc Class Administrators to subscribe documents from another organization and publish them in their own organization. The document then becomes visible in Released Documents in those organizations who have subscribed
Complete Audit Review
The Complete Audit Review option allows an audit to be registered against this document at any time, confirming this version is still ok to be used.
Print Preview
The print preview allows you to see what the document will look like when printed.
Document Explorer
This option shows programming information and is only for administration purposes to see the code
Indices
Indices option gives a brief overview of some key information regarding the document you have open and is generally for admin use only.
Close
The close button will close the document. If you hit close without first saving then all changes will be lost.
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