Create New Documents form

Use the Create New Documents form to provide details about the new document you want to create.

The Create New Documents form contains the Documents and Access Settings sections. For more information about document access settings, see Document security and access.

Field	Description
Documents
Name	Name of the document.
Owner	Name of the document owner.
Reviewers	Name of the document reviewers, if any.
Template	Option to determine whether the document is a template.
Department	Name of the department that created the document.
Type	The type of document based on the content. The choices are:- Policy - Guideline - Procedure - Contract
Classification	Classification of the document. The choices are:- Public - Restricted - Confidential
State	The state of the document. The choices are:- Draft - Submit - Review - Complete
Description	A brief description about the document.
Default Version	The document version that is used for document download. By default, the latest version is the default version.

Parent Topic:Supplier Lifecycle Operations reference

Related topics

Create New Supplier Case form

Create new task form

Add New Location form

Update banking details form

Update profile details form

Onboard a Supplier form

Primary data tables for Supplier Lifecycle Operations

Domain separation and Supplier Lifecycle Operations

Supplier Lifecycle Operations data model

Supplier Relationship and Performance Management reference

Supplier Payment Optimization reference

Supplier Lifecycle Operations glossary

Manage documents from the Source-to-Pay Workspace