Create a document - HxGN SDx - Update 64 - Help

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1. In the Documents feature set, select Create Document.

   You select the document type to create depending on the configured method.

2. On the Create document form, enter the details and values required for the document in the sections and tabs available.

   

   • When assigning classification to the object, you can use the Classification search bar to search and filter for the appropriate classifications based on their Name and Description.

   • If your system is configured to use ENS, you can create multiple documents with ENS using the create or copy forms, and review them in the Summary pane. For more information, see ENS preview summary.

   You can also assign the collaborating organizations from the Collaboration tab. This option is not available for Administration document classifications.

3. In New Files pane,select the files you want to attach to the new document from the tabs.

   • In the LOCAL FILE SYSTEM tab, select CHOOSE FILES or drop files onto the area from a selected location.

   If the file being attached reference other files and they are either already in the system attached to other documents or also selected to be attached here, the software automatically creates a relationship between the master file and the referenced files along with the relationship between the master file and the document version. For more information, see Working with reference files and relationships.

4. Click FINISH, and the document is created as a working version ready for sign off.

• If the create document method has been configured to display the TEMPLATE DOCUMENTS tab.

  • Select the template documents for the document classification type that have set of predefined files. These files appear in the Template Files pane.

  The Rename template files with document name option allows the renaming of template files with the new document suffix. If ENS is enabled, this option stays selected when you create more than one document.

• You can select only a single owning discipline to relate it to a document. The primary or owning disciplines are mainly used in the security rules or the document review matrix. The Discipline box displays the disciplines a user or a role is related to based on the following scenarios:

  • If a user or a role is not linked to any discipline, all the disciplines related to the current configuration are displayed in the box.

  • If a user or a role is linked to a few disciplines, all these disciplines are displayed in the box.

  • If a user or a role is linked to a single discipline, that discipline is displayed and automatically selected in the box.

• You can select multiple secondary disciplines to relate them to a document. Secondary disciplines (or review disciplines) are mainly used in the review assignment rules, where multiple disciplines can review a document. The Secondary disciplines box displays all the disciplines related to the current configuration. If the current configuration has no selected disciplines, then the selected disciplines of the higher configuration is displayed in the box.

  The owning and secondary disciplines are not dependent. When applying the secondary disciplines for review, the owning discipline is not automatically added to the list of secondary disciplines.