...
Note: If a "Change Process" or "Document Change Process" is implemented, this process must be followed. No changes should be made directly from the document overview ( "Document Management" page).
Note: Before the change process "Change Process" is implemented, all existing documents and related information can be uploaded. AfterwardsAfterward, the document overview ( "Document Management" ) can be used to add additional information to the individual documents.
Note: It should be noted that all documents listed in the document overview ( "Document Management" ) do not follow the "Document Distribution" rules. It must be ensured that only authorized persons have access to this overviewpage.
Create new document
To create a new document, click on the 
button from the action bar, and fill the required fields then click on a
button.
Note: Follow the rules for creating documents (according to the work instruction that applies to you) to fill in the "Code". If the corresponding document is to be used in several companies, you should follow the global coding rules..
Choose the "Document Type🔗" from the list. If the desired document type is not in the list, create it beforehand on the "Document type" page. Back again, then select the "Update" button in the drop-down list to update it.
"Owner" is the person who is responsible for this document. Depending on the change procedure, the owner may have an approval level.
if you need If it is required that a group of people to review reviews or approve the document during the change procedureprocess, you can make the create a Group 🔗and choose select it foras the "Review Group".
"Company" is is the company , to which the document belongs to. if If you want the document should to be available on to more than one company, you can adjust customize it by using the 
action.
if If the "Active" checkbox is not checked, the document will not be available for the distribution list.
"Printable" declares that should users be able to print this document or not.
if you set "Public" checked, all the people can have access to view this document. if you leave it unchecked only the people on If the “Public” checkbox is selected, everyone can view the document. If it is not checked, only the people from the distribution list will have access to view this the document.
when When you created the document you can click the 
button from the action list to complete the information.
...
To Modify a document, select it from the list first, click on a 
button from the action list, do the modification and then click on a button.
Note: you You cannot change the "Company" of the document on this form, it can be this is possible by using action from the action list.
to To edit other information of a document can click on the button from the action list.
Delete a document
To Delete a document, select it from the list first, click on the 
button from the action list, if you are sure about it, click on a 
button.
Note: if If the selected document is used or referenced anywhere, you will not be able to delete it. you You can make it inactive by making the the "Active" checkbox unchecked!
...
To open a document, select it from the list, then click on the button from the action list.
on On the left side you should see these tab pagescan see the following tabs: