Creating a document
Use the following steps to create a document from a template, a starter document, or from scratch.
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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.
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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.
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General tab:
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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)
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Select the Owning Group, such as IT, and Owner which is the individual responsible for the document.
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Select a Folder to organize document for selection.
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The selections for Category are created by your organization. You can select a Sub-Category.
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Add one or more Tag Groups and Tags to be used in searches for the document. Tags are created by your organization's administrators.
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Add a Description.
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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.
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Review tab:
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Set the Review Frequency for the review based on the document's business requirements.
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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.
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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.
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When the information is complete, select Save. The document is created.
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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.
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Select the Document Editor tab to add content and components. See Using the Document Editor.
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To track where content from the document originated, you can use cross references. See Managing cross references.
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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
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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.
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You can select any of the following for the document.
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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.
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Mark the DRAFTING phase or task as complete
您必须拥有阶段或任务的所有权，才能将其标记为完成。请参见Taking or releasing ownership of a task。
转到文档的审核周期选项卡，选择阶段或任务右侧的三个点，然后选择标记为完成。任务被标记为已完成 
，并且只会作为迭代审核和审批阶段的一部分重新打开。
The review cycle continues to the next phase, REVISING where the people in the review queues revise the document. See Revising a document
