Common Components Help

AEF Help

Creating a New Document

This section describes how to create a document.

To create a document

1. From the page that lists documents, click Create New from the page Actions menu.
2. Enter the following information:

Name-- Type a name for the document. 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. To have the system generate the name, click the checkbox.

Type--The defaulted type is Generic Document. To select another document type, click and select the type. Required.

Policy--Select a policy for the document. Required.

Title--Type a title for the document.

Description--Type a description of the document.

Release Type--Select whether this is for a Design Release or a Production Release.

Design Group Owner--For design documents, type the owner.

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

Approver--Click and select a person as Approver.

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

3. Click Next.

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.