Creating a Document from the Document Type

From the SmartSolve Portal Page, click the Home tab at the top of the window.
In the Document Management section of the list, select Find > Document Type.
Result: The Document Types list window is displayed.
Click the Type link of the document type for which to create a document.
Result: The Document Type record is displayed.
Click Create Document.
Result: The Document entry window is displayed.

Enter information in the following fields:

Field	Description
Type	Displays the document type.
Title	Enter a title or name for the document.
Organization Unit	Zoom to select a organization unit to which to tie the document. For additional information on configuration, see Organization Unit.
Process	Zoom to select a business/manufacturing process to which to tie the document. For additional information on configuration, see Process.
Product	Zoom to select a product to which to tie the document. For additional information on configuration, see Product.
Plant Area	Zoom to select a plant area to which to attach the document. For additional information on configuration, see Plant Area.
Comment	Enter any additional comments about the document.
Change Order No.	Click the drop down button and select the change order. This field is only visible if the application option UseChangeOrderToManageDocumentChanges is set to YES.
Change Type	Click the drop down button and select the change type. This field is only visible if the application option UseChangeOrderToManageDocumentChanges is set to YES.
Change Plan	Click the drop down button and select a change plan that has at least one action plan pending for the new document to be created. This field is only visible if a change plan was selected and if Change Management is integrated with Document Management.
Action Plan	If a change plan was selected, click the drop down arrow and select an action plan that is pending for the new document to be created under that change plan. This field is only visible if a change plan was selected and if Change Management is integrated with Document Management.

NOTE: In order to use the functionality of an integrated Change Management system, this functionality must be enabled by an administrator in the Application Options. See Change Management Integration.

Click the Save button.
Result: The new Document record is displayed.

See Also