Common Components Help

AEF Help

Creating a Document Sheet

In Document Central, creating a sheet involves creating its attributes and adding files.

To add sheet attributes

1. Click Create New from the Action menu on the page that lists document sheets.
2. Enter the following information:

Name-- Type a name for the sheet. Names are case-sensitive and spaces are allowed. You can use complete names rather than contractions, making the terminology in your system easier for people to understand. Generally, name lengths can be a maximum of 127 characters. Leading and trailing spaces are ignored.

Type--The type is Document Sheet.

Revision--The revision is defaulted. You can enter a higher revision by typing any valid alphanumeric character for the revision, as long as it is consistent with the sequence specified in the policy.

!

You cannot create an object with the same type, name, and revision as another object.

Title--Type a title for the sheet.

Sheet Number--Used to identify multiple sheets.

Policy--click and select the policy for the sheet.

Owner--This defaults to your user name. To select another person as Owner, click and select the person.

Created--This field defaults to today's date. If you need to change this date, click and then select another date.

Description--Type a description of the sheet.

You may also see one or more custom attributes for the sheet. If a custom attribute field name appears in red, it is a required field.

3. Click Next to add files.

If you are using the Applet, see Uploading Files with the Applet.

If you are not using the Applet, see Uploading Files without the Applet.