1. Click "by Author and Document Type"

1. You will need to review each of these two views to find all instances of "Update Me" who are listed as Authors and Managers
2. You can see in the examples above that a user may be a Document Author, Manager, or Both.
3. Click "Update Me" to drill down into this Manager's Document Types

1. Click each of the available Document Types to drill down to the individual Documents in each category.
2. For this example we will Click "Standard Operating Procedure"

1. In this example "Update Me" is both the Author and Manager of the Document.
2. Click "Change Owners and Readers"

Use the "Search Name" box to search for a new Author of the Document.

1. Select the desired Author name for the list
2. Click the -> icon to replace "Update Me" with the desired User Name.

Repeat the steps 3.2 - 3.4 for the Document Manager - if applicable.  (Alternately, only perform these actions for the Document Manager if the Author requires no change)

1. The Change Owners and Readers Dialogue allows you to update the Author, Manager, and Notification Recipients for the selected Document
2. In this case, "Update Me" is also seen in the notification list and should be removed.
3. Click Save when finished

1. Click on each of the Blue Links to populate the CPro categories
2. Click Save When Complete.
3. Both CPro and QSI Categories will show up in document after saving.  

1. After clicking the modify button, we will need to populate newly required information before moving on.
2. An error message like the one above will appear if you attempt to save the document.

1. Document Control is tightly integrated with the Training system in CPro
2. You will need to populate the Total Training Time and Total Training Cost boxes.  Try to be honest with regard to the amount of time it takes to review the document thoroughly and understand it's content.

1. The system will accept any values in these boxes, but it may be useful to use a standard cost per hour figure for Courses and Documents.  
2. CPro will allow the business to sum the total time and cost of training our employees using this information.

1. Beneath the list of Document sections,  check the box next to 'Apply Current Edition of Original template Layout'
2. Click 'confirm'
3. This will add the standard sections intended for use in CPro documents and you will be brought back to the body of the document in "edit mode".

1. Here is a view after clicking "Save"
2. The standard CPro numbered sections will appear at the top followed by the migrated QSI sections we will eventually delete.
3. You need to transfer the information you need from the QSI sections into the CPro sections prior to removing the unwanted sections.

1. Once your attachments have been saved locally, you are ready to reattach them to the new Attachment section.  (If you followed section 4 to migrate to the CPro standard sections)
2. Click "Attach File"

1. Click "Browse" to locate the file on your PC
2. Describe the Document in the box below the attachment.  This is the Title of the attachment that will be visible to users in CPro.  (The filename and location of the attachement will not be shown on the screen)
3. Attaching Multiple Files:  This icon maybe used to attach multiple files.  Click it to add another row to the form like the one shown above.  You will need to Browse for and provide a label for each additional file.
4. Click "Confirm" when completed to upload attachments.

1. You may receive this message after clicking "Confirm" in the step above.
2. This occurs when the filename being uploaded already exists within the document.
3. Click OK to overwrite the old file with the new one.

1. Associated Items is where we build links within a document to other documents within the CPro System.  (You may also link to external websites)
2. Click Manage Associated Items

1. In the "Switch to class" drop down box, Select "Document Control Documents"
2. In the "Switch to organization" drown down box, select the home organization of the Document that you wish to associate.
3. The screen will update to show you the list of Document Types available in the selected org.  The "Switch to view" drop down box can be used to "View" the available documents in different ways.  (Such as by document Author instead of document type)

1. For the purpose of this article I have selected the "Form Control" document type and am presented with a list of all of the Forms within the selected organization
2. You may search for the desired Document using the Legacy Document Control ID Number.
3. Keep the default "Full-text" search selection and click the "magnifying glass" icon to search.

1. Click the checkbox next to the desired document
2. Click "Add Selected Document(s)" to add the selected document to the list above.

1. You may repeat you search as shown above(6.2 --> 6.4) to add multiple documents to the list
2. The icons on the right hand side of the list can be used to change the order or remove any of the associated Documents.
3. Click the "Chevron" icon to create the Document Associations

1. When completed, the associated Documents links appear as shown.

1. Mark a check in the box next to each of the section(s) you wish to delete and click the confirm button as you did in section 6.1