In order to create your document quickly and make sure that all the necessary data is entered and processed, you should make the following decisions before you start:
- Which document type do you want to assign to the document? The document type has important control functions and cannot be changed once you have saved your document.
- How do you want to assign document numbers, provided the document type allows both internal and external number assignment?
- Do you want to divide large documents into document parts? If so, which naming convention do you want to use for the document parts?
- If automatic version number assignment for the individual processing statuses is not supported for the chosen document type, you must decide whether to assign a version number manually or have the next version number assigned automatically.
- Is there a document whose basic data you can copy to your new document?
- Is the document part of a complex change which you want to link to other change objects using a particular change number?
- Do you want to maintain additional fields for the document?