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 Before Creating a Document Info Record Locate this document in the navigation structure

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?