Creating a Document 

Creating a Document Without a Template

       1.      If you want to create the document within a record, go to a model node for documents, and choose Activities → Create. If you want to create the document from the Records Organizer, position the cursor on an element type for documents under Role-Based View, and choose Activities → Create.

A simple text editor appears. You can create the text here, but you can also use an Office application to create the document, or use your own files. Within Records Management, you can create Microsoft Word, Excel, PowerPoint, and Visio documents.

       2.      Choose Application.

A list appears that contains the applications registered on your PC and a From File entry.

       3.      Select an entry.

When you select an application, the appropriate editor is displayed for you to create the document.

When you choose From File, you can check in a document of your own. The file selection window for your hard drive is displayed. You can select more than one document. If you selected more than one component, you can only change the documents by downloading and then uploading them.

       4.      Create the document.

       5.      Save the document.

A dialog box is displayed in which you can enter attribute values for the document. For a description of the dialog box, see Assigning Attribute Values.

Creating a Document with a Template

If document templates have been entered in the Customizing settings for the element type, you can select the Create with Template activity. After you perform this activity, a dialog box appears, on which you can select a template. This template is then displayed for further editing.