Create a document

After Managed Documents parameters have been set by the administrator, documents can be created, requested, checked out, edited, checked in, copied, and, if necessary, rolled back to an earlier version.

Once documents have been added to the Managed Documents application, they can be grouped into document collections.

• Document approval
  During the approval process, the approver approves or rejects the document. A document goes through the approval process after the review process.
• Review process
  During the review process, the reviewer approves or rejects the document. Sometimes a document will have multiple reviewers.
• Enable electronic signature for approval
  Enabling electronic signatures for approval. Electronic signatures are helpful if you must obtain a digital signature for compliance or auditing purposes.
• Publish an approved revision
  Publish a document revision that has been approved.
• Submit a revision for draft review
  Submit a document draft for review.
• Create or request a new document
  Once an administrator has set parameters for the Managed Documents application, you can create or request new documents.
• Check in a document
  Check in the document after you revise it so other users can check out the document.
• Copy a document
  A document can be duplicated at any time. This is useful if you have an existing document that you want to use as a base for a new document.
• Deactivate a document
  To change the document state to Inactive, deactivate the document. This is useful when changes to a document have been put on hold. An inactive document can be reopened at any time.
• Reopen a deactivated document
  A document that has been deactivated can be reopened.
• Roll back a document
  A document can be rolled back to an earlier revision at any time. Before rolling back to an earlier revision, ensure that the document is not checked out and that you have Editor or Owner permissions for the document.
• Cancel a document
  Change the document state to Cancelled when no more changes will be made to the document.
• Check out a document
  Documents in the Managed Documents application can only be revised by one user at a time. Check out the document to revise it.
• Create a document collection
  A document collection is a set of individual documents. After documents have been uploaded into Managed Documents, organize the documents by grouping them into collections.
• Upload a document
  Upload a document into a saved record. You can upload text files, spreadsheets, presentations, PDF files, and more.

Parent Topic:Managed Documents