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My Documents

Adding a New Document

This area of the dashboard displays all "simple structure" [^1] documents that the end user is the owner of (i.e has initiated the document). This means that the document has been created from the Dashboard using the "Add" button on the "My Documents" group header.

The end user can upload attachments, apply custom fields, assign other users to work on the item, mark the item as completed and assemble and publish the document via the "My Document Detail" page. This page is accessed by clicking the "cog" icon adjacent to the document name.

Refer to the Working with Items section of this user guide for detailed information related to the "My Document Detail" page.

Adding a New Item

An end user can add items if they have been assigned to the underlying template as a content creator. Refer to the Template Maintenance section of this user guide for more information on content creator assignments.

To add a new item to a document the end user should click the button on the "My Documents" group header. They will then be presented with a list of "simple structure" templates for which they have been assigned permission to add documents.

In the above example there are 2 document templates that the user has permission to create new documents from.

Clicking on one of these sections, e.g. "Standard Letter" will enable the end user to add a new document:

Once a name for the document has been entered clicking on the Save button will create the document and then display the "My Document Detail" page to the user:

Refer to the Working with Items section of this user guide for detailed information related to the "My Document Detail" page.


[^1] The term "simple structure" is used to describe any document that is not assembled and published by pulling together multiple items, it is comprised of a single section and a single item. Typically this will be a letter, internal memo, standard form or other similar type of document.