Create new document form
On the Create new document form, fill in the fields for the document.
| Field | Description |
|---|---|
| Name | Unique name of the document. |
| Owner | Individual who owns a document for audit purposes. |
| Template | Option to determine whether the document is a template.This field isn’t available in the third-party portal. |
| Default version | Document version that is used for document download. By default, the latest version is the default version.This field isn’t available in the third-party portal. |
| Current version | Latest document version that is used for document download.This field isn’t available in the Vendor Management Workspace. |
| Sharing permissions | Option that enables the document creator or owner to configure permission controls for the document. You can specify a user role and one of the following permission types:- Reader - Writer - Owner This field isn’t available in the third-party portal. |
| Third party | Third party with which the document is associated.When a third party is provided, sharing permissions are enabled automatically in TPRM. This field is required only if the document is associated with a third party. For example, internal documents may not need to be associated with a specific third party. Note: When a document is created by a third-party contact in the third-party portal, this field is auto- filled and sharing permissions are enabled. |
| Department | Name of the department that created the document.For example, Customer Support, Development, Finance, HR, or IT. This field isn’t available in the third-party portal. |
| Type | Type of document based on the content. For example, Guideline, Policy, Procedure, or Contract. |
| Classification | Classification of the document.You can specify one of the following classification types: - Public - Restricted - Confidential - Internal |
| State | The state the document is in: Draft, Submit, Review, or Complete. |
| Description | A brief description about the document. |