Users with permission level of Approver, Editor and Quality Owner can create new documents.
Note: This video was created using V1.25.15. Enzyme is updated weekly so some elements may change.
Create New Documents
Access Document Control under Process in the Navigation bar.
To create a new document in the Document Control, click on New Document.
Then start entering information about the document.
New Document Info
Enter the main information associated with the document:
Title: Title of the document
Change Description: This is optional if you want to enter the reason the document is changing (if its a revision)
Effective Date: You can specify the date you want the document to become effective. If left blank, the document will become effective upon approval.
File: Upload the file for this document. If your Enzyme account is linked to Google drive, you can upload from there as well.
Attachments: Upload any attachments associated with this document. Enzyme will automatically generate redlines for you (based on the current file you uploaded and the previous approved version). However, if you would like to upload redlines, you can do so as an attachment.
Document Type Information
When enabled by the Quality Owner, users will see a toggle to create forms or child documents. If you are creating a form or child document, turn the toggle ON. If you are not creating a form or child document, leave toggle OFF.
Revision: Indicate if the document is an engineering or production revision. Learn more about the difference between Engineering and Production documents. Once a document has been set as a production document and approved, it cannot be reverted back to an engineering document. Only unreleased documents can be reverted from production versioning to engineering lifecycle.
Type of Document: Select the document type. The Quality Owner has the ability to manage document types.
Assign Document Number: If enabled by the Quality Owner in Company Settings, you may be able to select a specific document number. However, we recommend leaving this blank so that the document number is auto-assigning.
New Document Metadata
Select the folder where this document should be placed.
Quality Owners can also select the product associated with this document.
When you are done, click on Create, and the new document will be placed in the specified folder as a draft.
Once Quality Owners have created the document, they can add quiz questions by revising the document. Learn more in the How to manage quiz questions for a document article.
Once you have created the draft and added the quiz questions you must submit a Change Request to approve and release the document (and associated quiz questions) as effective.
If you have any questions, you can reach us through the in-app chat or email us at firstname.lastname@example.org.