New Document

To Create a new document click " Create Request " and click "New Document"

Create Single document

To create single document select "Single document"

Fill in all the document details by using the dropdown menu.

If you want to upload file from the template click "Select file from my Templates"

Click "Click to select file"

A popup window will appear, showing a list of documents saved in the template library. To choose a specific document, click the "Select" icon next to the document you want.

If you want to upload an existing document (a Word document or a PDF), click the "Upload" option. You will be prompted to select the document file from your local environment. The document will be saved as a main document.

To add additional files, you can either choose a file from "My Templates" or upload a file from your local environment.

To link the document with other documents click the "+" icon near link reference. Then, choose the type of linked document from the dropdown menu.

After selecting the type of linked document, enter the document number in the in the provided box.

If you want to add more link documents click the "+"icon, if you want to remove linked documents click the "-" icon.

Select the co-authors and Assignee from the available dropdown options.

To archive the document, mark the "archive document" option at the bottom.

To save the document as draft click "Save as draft", the document will be listed under "Author draft documents"

You have the option to either edit the draft document and then submit it, or you can choose to delete it.

You can opt to sort the fields in either ascending or descending order, or you can alternatively decide to cancel the sorting process altogether.

If you choose to initiate the document click "initiate".

The document will be listed under "Author Pending Documents".

You can either edit the document, send it to a reviewer, or assign it to others.

If you want to forward the document to the reviewer, click forward to reviewer.

Select the reviewer from the drop down list and Enter the estimated closure date and click submit.

Enter your credentials in the pop up window and click "I Agree" the document will be forwarded to the reviewer.

Create Multiple document

To create multiple documents click "New Document" and then select "Multiple document".

Fill in all the document details by using the dropdown menu. You can either upload the main document from your local environment or choose a file from your templates.

Click on the "+" icon to generate as many documents as you require.

To remove one of a single document from the multiple documents, simply click on the "-" icon.

Click "Submit" once the necessary number of documents have been added. After that, these newly added documents will be generated as separate documents and will be listed under "Author Pending Documents".