Users with permission level of Approver, Editor and Quality Owner can create new documents.
Access Document Control under Process in the Navbar.
To create a new document in the Document Control, click on +New 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.
Effective Date: 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.
Document Type Information
If enabled by the Quality Owners, users will see a toggle to create forms or child documents. If you are creating a form or child document, turn the toggle ON.
Review the article links above to learn more on creating forms or child documents.
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.
Type of Document: Select the document type
You may assign the document number, however we recommend auto-assigning the document number.
New Document Metadata
Select the folder where this document should be placed.
You can also select the product associated with this document and add any tags if needed.
Click on Create, and the new document will be placed in the specified folder.
A Change Request must be submitted to approve and release the document as effective.
If you have any questions, you can reach us through the chat or email us at email@example.com.