Create Document 
You can create a document in different processing situations using different functions. Here, you create a document info record that stores all of the data required to process and manage a document (original application file).
Note
The processing functions for documents are also available in the browser in the context menu of a document (see Document Browser on SAP GUI or Document Browser on the Web UI).
Prerequisites
You have carried out the necessary steps in the Control Data section in Customizing for Document Management.
Caution
After you have saved a document, you cannot assign a different document type to the document. You can still change the Customizing settings for the document type, for example, you can change fields such as the Description field from mandatory to optional. However, we do not recommend changing fields from optional to mandatory.
Features
The following overviews show which functions you can call in the different processing situations.
Activity | Where | Function | More Information |
|---|---|---|---|
Create a new document | Document Management menu |
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Create document by copying template document (same document type) | Document Management menu |
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Create new version by copying template document (highest existing version) | Initial screen
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Create new version by copying template document (version that is being processed in the current session) | Processing the document, for example, on the Document Data tab page |
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Document 
Create 
Activity | Where | Function | More Information |
|---|---|---|---|
Create a new document | Documents work center on the PLM Web UI |
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Create a document by copying a template document (same document type) | |||
Create a new version by copying a template document |