Creating a document

Use the following steps to create a document from a template, a starter document, or from scratch.

On the left menu, under Documents, select the type of document, for example, Policies. The list of documents for that type displays. Your organization may group documents into folders.
To create a new document, select NEW in the upper right corner of the page. The Create New Document window displays.
Complete the following tabs, as needed. Items with an asterisk (*) are required.
- General tab:
  - Enter the document Name. Do not include the following characters in the name:
    < (less than)
    
    > (greater than)
    
    : (colon)
    
    " (double quote)
    
    / (forward slash)
    
    \ (backslash)
    
    | (vertical bar or pipe)
    
    ? (question mark)
  - Select the Owning Group, such as IT, and Owner which is the individual responsible for the document.
  - Select a Folder to organize document for selection.
  - The selections for Category are created by your organization. You can select a Sub-Category.
  - Add one or more Tag Groups and Tags to be used in searches for the document. Tags are created by your organization's administrators.
  - Add a Description.
- Access tab: Select Publicly Accessible so anyone can view the document. Alternatively, you can select a Target Audience so only users with rights to view the documents can access it.
- Review tab:
  - Set the Review Frequency for the review based on the document's business requirements.
  - Alternatively, you can select Only review this document when another one is published which ensures the review of another document is complete before triggering the review of this document. Select the Select Document(s) button. Select one or more documents as the Base (parent) document. Select Confirm. Once saved, the Next Review date for the document displays as a clock.
- Start With tab: You can select a Template. Or you can select a Starter Document to import an existing Word document to base your new document on. You cannot apply a template or starter document after the document is created.
When the information is complete, select Save. The document is created.
Select the Review Cycle tab and select the three dots to the right of DRAFTING. Select Take ownership to edit the document. For details, see Taking or releasing ownership of a task.
Select the Document Editor tab to add content and components. See Using the Document Editor.
To track where content from the document originated, you can use cross references. See Managing cross references.
If you are authoring the document with another person, you may take ownership of a task before you can edit a document. See Taking or releasing ownership of a task.

Find and manage the document

An easy way to find the document you created is to go Documents and the type of document such as Policies. Alternatively, you can select Documents then All or the type then search for the document.
You can select any of the following for the document.
- Select to view a snapshot of document information.
- Select to download the document as either MS Word or PDF
- Select to move the document to another folder.
- Select to archive the document or unarchive the document. You can view archived documents by selecting Documents from the left menu then the Archived button.
- Select to start a chat session with a colleague regarding this document.