Users with the permission level of Approver, Editor, and Quality Owner can create new documents. 

Note: This video was created using V1.26.0. 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 (leave off type and number information, Enzyme will manage that).


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 native file for this document record. If your Enzyme account is linked to Google drive, you can upload it from there as well.

Which file types are compatible? Enzyme will automatically add headers/footers of Microsoft Word , excel, pdf and powerpoint documents. Other file types should have final headers/footers included in them before upload.


Attachments: Upload any attachments associated with this document. Enzyme will automatically generate redlines for you (based on the current file you uploaded and the previously approved version). However, if you would like to upload redlines, you can do so as an attachment.

Document Properties

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.

Design Control Module export Template: If this document is a Design Control module export template, turn the toggle ON. Enabling document templates prevents Enzyme from processing the document. As a result, headers, footers, and redlines are not applied to the document. Learn more about creating a template document.

New Document Metadata

Enter the metadata information about the document. Once the draft document is saved, this information can be updated under the Edit Metadata button.

Quality Owners can also select the product associated with this document.

Folder: Select the folder where this document should be placed.

Associated Development Phase: If needed, select the phase this document is associated with. Enzyme provides default phases and Quality Owners can add custom phases under the Design Controls tab in Company Settings.

Document Owner: If needed, select the person who is the primary owner of the document.

Tags: Add any tags you’d like associated with the document. Tags can help find the document when using universal search.

In addition to these, Quality Owners have the ability to associate a document with a product.

Create 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 through the New Revision button. Learn more in the How to manage quiz questions for a document article.

Once the draft and quiz questions have been added you must submit a Change Request to approve and release the document (and associated quiz questions) as effective.

Quizzes

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 support@enzyme.com. 

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