Using the Create Document Assistant

Explanation

This activity is used to register a new document. You can browse or drag and drop a file to attach to the created document. You can also define the document as a structure document. Once this document is registered, you can then create new sheets and new revisions for it.

Restricted Access check box allows to hide the general information about the document. Unauthorized persons are not allowed to see that the document exists.

In the Object Connections step, it displays the Document Folder drop down list and the Other Connections section. In the Other Connections, it displays the business object list defined from Document Management\Basic Data\Quick Object Connect. You can select the business object(s) (e.g. document folder, project activity) that the document revision should be connected to.

The Create Document Assistant can be opened from the navigator directly or from the Document Revision page, Document Revisions page, or Attachments.

Prerequisites

System Effects